Blake Marion is a registered investment advisor at Team Financial Strategies, based in Abilene, TX, with 12 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 6 more. Their firm serves 292 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% |
Team Financial Strategies may charge a lesser management fee or reduce the minimum fee at its sole discretion. Account values of family members in the same household may be combined to determine breakpoints.
Fee Estimator
Location
425 Cypress St., Abilene, TX, 79601
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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
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
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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