Marcus Alan Poteete

CFP

Scharf Investments, LLC

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Scharf Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,523 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$4.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032

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History

Regulatory History (1)

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Customer Dispute

March 2023

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Marcus works as a financial advisor for Transitions Wealth Advisors and Kestra Advisory Services LLC, providing financial planning, investment management, risk management, and investment advisory services. These activities take about half of Marcus's time.