Blake Marion is a registered investment advisor at Team Financial Strategies, based in Abilene, TX, with 11 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 259 clients with $260M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These fees apply to "Wealth Management" and "Wealth Planning" services. "Wealth Builder" services have a different fee structure: 1.00% of managed assets AND a $75/quarterly fee. Institutional accounts have a different fee schedule as well.
Fee Estimator
Location
425 Cypress St., Abilene, TX, 79601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Blake is a manager/agent for Nannen Production, LLC, an oil and gas production company, since 2013. He spends about 10-20% of his time on this, including some time during trading hours, to record revenue, reconcile the ledger, and record distributions.
Employment History
Current Registrations
Team Financial Strategies
State Registrations1 state
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