| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
855 East Golf Road, Suite 2128, Arlington Heights, IL, 60005
Get directionsNo 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 →Marvin is involved in several business activities, including business consulting and management through R and P Financial Services, and as an agent/broker selling traditional insurance products through Signature Brokerage Services LTD. He also provides investment advisory services as an IAR through Signature Financial Services LTD.