Marcos Lemus is a registered investment advisor at Bulman Wealth Group, based in Roseville, CA, with 2 years of industry experience. Marcos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 556 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWG's investment management fees are negotiable and vary depending on the sub-advisor or third-party money manager selected. The maximum annual fee is 1.75%. BWG uses Foundations Investment Advisors (FIA) and Brookstone Capital Management (BCM) as sub-advisors or third-party managers. FIA's maximum annual fees range from 1.40% to 1.50% depending on the amount invested. BCM's maximum annual fees are 1.50%. A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle.
Location
3300 Douglas Blvd., Suite 200, Roseville, CA, 95661
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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
Marcos is an insurance agent at BWG Insurance Agency since April 2024, selling insurance to clients. This takes a few hours per week.
Employment History
Current Registrations
Bulman Wealth Group
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.