Abraham Marston
Abraham Marston is a registered investment advisor at Exemplar Wealth Advisors, LLC, based in Phoenix, AZ, with 14 years of industry experience. Abraham 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable. Qualified clients will pay an annual fee of 0.75% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Abraham is a managing member of Exemplar Law LLC, CEO of Exemplar Companies PBC, and a partner in Amatucci & Marston, LLC and Valiant Litigation Finance LLC. He also receives commissions from private placement of securities through Exemplar Capital, LLC and co-owns Valiant Investment Holdings, LLC, Deep Hash Holdings, LLC, and Valiant Digital Mining Holdings, LLC, dedicating minimal time to the latter three.
Employment History
Current Registrations
Exemplar Wealth Advisors, LLC
Exemplar Capital, LLC
Exemplar Capital, LLCBroker
State Registrations51 states
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