Marcie Flynn is a registered investment advisor at Monarch Financial, LLC, based in Fallston, MD, with 6 years of industry experience. Marcie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable and take into consideration aggregate assets under management with Monarch Financial.
Fee Estimator
Location
Fallston, MD
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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 →Employment History
Current Registrations
Monarch Financial, LLC
Previous Registrations
Monarch Financial, LLC
Morgan StanleyBroker
Morgan Stanley
PNC Investments
PNC InvestmentsBroker
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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