Sasha Stewart is a CFP-designated registered investment advisor at Marmo Financial Group, LLC, based in Johnson City, TN, with 4 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,006 clients with $250M 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 $250K | 1.50% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
MFG may make exceptions to the fee schedule or negotiate special fee arrangements.
Fee Estimator
Location
801 Sunset Drive, Bldg A, Suite One, Johnson City, TN, 37604
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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 →Employment History
Current Registrations
Marmo Financial Group, LLC
Previous Registrations
Worthwhile Wealth Council
State Registrations1 state
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