Marcus Berry is a registered investment advisor at Adell Harriman & Carpenter, based in Houston, TX, with 8 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 781 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for amounts in excess of $5 Million. In certain cases, AHC has negotiated lower fees, such as with charitable organizations or family members.
Fee Estimator
Location
2700 Post Oak Blvd, Ste 1200, Houston, TX, 77056
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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
Marcus is the 100% owner and president of Marcus W. Berry, Inc., a music education and performance business, since 2006. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Adell Harriman & Carpenter
State Registrations1 state
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