Marc Oster is a registered investment advisor at Inscription Family Office, LLC, based in Houston, TX, with 31 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Inscription Family does not directly manage investments for clients. Instead, they may refer clients to affiliated investment managers. If a client engages an affiliated manager, a portion of the fees paid to the affiliated manager will be provided to Inscription Family. The client is not obligated to use the affiliated manager.
Location
2925 Richmond Avenue, Suite 425, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a principal with Inscription Capital, LLC and a member of Inscription Family Office, LLC, dedicating nearly full-time hours to these roles. He also has ownership and leadership roles in several other entities, including litigation funds and holding companies, but spends minimal or no time on these activities.
Employment History
Current Registrations
Inscription Family Office, LLC
Inscription Capital, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations2 states
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.