Marc White is a registered investment advisor at Clarendon Private LLC, based in Boston, MA, with 33 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 53 clients with $340M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable. Fixed income only portfolios are charged a fixed asset-based fee ranging from 0.10% to 0.50%. Certain legacy clients may have fees that differ from the above.
Fee Estimator
Location
131 Clarendon Street, 4th Floor, Boston, MA, 02116-5131
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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
Clarendon Private LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Quick & Reilly, INC.Broker
Credit Suisse First Boston CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Becker Paribas IncorporatedBroker
State Registrations1 state
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