Marcus Coleman is a CFP-designated registered investment advisor at Creative Planning, based in Park Ridge, IL, with 15 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Park Ridge, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marcus is the owner of WELIT, a platform for growth, and spends minimal time interviewing peers and creating content. This activity is not investment-related.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Gwfs Equities, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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