Marcel Hebert
Marcel Hebert is a CFA, CFP-designated registered investment advisor at Beacon Financial Advisors LTD, based in Houston, TX, with 25 years of industry experience. Marcel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 94 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum annual fee of $5,000 and is negotiable. Non-Discretionary (client directed) accounts: 0.35% on all.
Fee Estimator
Location
1800 St. James Place, Suite 101, Houston, TX, 77056
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Regulatory History (1)
Regulatory
December 1995Employment History
Current Registrations
Beacon Financial Advisors LTD
Previous Registrations
Fsc Securities CorporationBroker
Wealth Management Securities CorporationBroker
Fsc Securities CorporationBroker
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.