Marcus Rose
Marcus Rose is a registered investment advisor at Investment Strategies, LLC, based in Oklahoma City, OK, with 10 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $6.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Strategies, LLC charges a fee based on the value of your portfolio, not to exceed 2% annually. This fee may be negotiable, and households may combine accounts for a reduced rate. Fees are billed quarterly. When using Betterment, the fee is 0.93% annually, which includes Betterment's platform fee of 0.16% and Investment Strategies, LLC's fee of 0.75%.
Location
932 SW 107th St, Suite 200, Oklahoma City, OK, 73170
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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
Marcus is an insurance agent at Rose Retirement and Investments, LLC, dedicating about 10-20% of his time to insurance services and product sales. He also owns Mg Rose Enterprises, LLC (Figure 8 Photos) and 321, GO, LLC, spending about 10-20% of his time on photography and minimal time as a personal trainer, respectively.
Employment History
Current Registrations
Investment Strategies, LLC
State Registrations2 states
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.