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Abraham David Marston

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.5M1.50%
$1.5M - $2.5M1.25%
$2.5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050

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History

Regulatory History
Clean regulatory record

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.

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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
September 2022 - Present · 3 yrs 5 mos
Exemplar Capital, LLC
January 2012 - Present · 14 yrs 1 mo
Exemplar Capital, LLCBroker
January 2012 - Present · 14 yrs 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.