Marc Oceanak is a CFP-designated registered investment advisor at Beacon Trust, based in Morristown, NJ, with 8 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,889 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Trust manages investments for a fee based on the value of your portfolio. The annual fee can be up to 1.25% (less for accounts originated through Tirschwell, Loewy & Friedner Investments, and 1.50% for Special Needs Trusts). The fee is charged monthly, based on the average daily market value of your investments. Trusts in New Jersey may require additional fees. Beacon Trust mutual funds are charged at a flat 1%, and are excluded from the assets under management balance when calculating the client’s asset management fee.
Location
163 Madison Avenue, Morristown, NJ, 07960
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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 ActivitiesSells Insurance
Marc is an insurance agent with Avantax Insurance Agency/Services, selling approved insurance products, and also works as a financial advisor for Scafa Financial Services, LLC and MRK Financial Solutions. He also works as a service associate for TruPlan Financial Advisors, providing ongoing support for clients.
Employment History
Current Registrations
Beacon Trust
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Purshe Kaplan Sterling 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.