Marcus Harding is a registered investment advisor at Stillwater Investing, based in Sunnyvale, CA, with 2 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 263 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stillwater Investing charges an annual fee based on the amount of your portfolio.
- Defensive Strategy (Buy-and-Hold): 1% of your portfolio per year.
- Active Strategy: 2% of your portfolio per year.
Fees are billed monthly in arrears.
Location
Sunnyvale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stillwater Investing
State Registrations1 state
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