Warren Marshall
Warren Marshall is a registered investment advisor at Truewealth Advisors, LLC, based in Hoover, AL, with 5 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 989 clients with $440M 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 $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
For portfolio management services using model portfolios on the Orion Communities platform, you will pay our standard portfolio management fee and will also pay a subscription fee of up to 0.70% depending on the model portfolio we select for your account. Your total advisory fee will not exceed 2% annually. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
Get directionsHistory
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
Warren is a wealth advisor and insurance producer, dedicating full-time hours to Truewealth Advisors LLC and minimal time to insurance sales and service. He also serves as Chairman of the Finance Sub-Committee for Young Life of Trussville, spending a few hours per week.
Employment History
Current Registrations
Truewealth Advisors, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
MML Investors Services, LLCBroker
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.