Marion Fleshman is a registered investment advisor at Capital Advisor Network, based in Lafayette, IN, with 6 years of industry experience. Marion 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 1,153 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.
Location
925 Mezzanine Drive, Suite C, Lafayette, IN, 47905
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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.
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Marion is a bookkeeper for Rye Valley Water Authority, dedicating about 10-20% of their time. Marion also owns 5% of Duchess Dairy Products, attending annual meetings and spending minimal time on this activity.
Employment History
Current Registrations
Capital Advisor Network
Previous Registrations
Capital Advisor Network
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.