MS
MS
Marcus Sturdivant
2 Years of Experience
Indian Trail, NC
1 DisclosureSells Insurance
Marcus Sturdivant is a registered investment advisor at The Abc Squared, based in Indian Trail, NC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Indian Trail, NC
Get directionsHistory
Regulatory History (1)
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Criminal
August 2003Final Disposition
Other Business ActivitiesSells Insurance
Marcus is an independent licensed insurance agent. He also volunteers for The Kaizen Foundation of North Carolina, focusing on financial literacy.
Employment History
Current Registrations
The Abc Squared
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Florida Financial Advisors, LLC
November 2023 - January 2025 · 1 yr 2 mos
State Registrations1 state
NC
Advisor
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.
Exams
No exam information available for this advisor.