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Marion Gaylon Mcdowell

23 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M

Fee Structure

Minimum Investment:$2.5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Adviser may waive or reduce the Program Fee for certain clients.

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

383 Marshall Avenue, St. Louis, MO, 63119

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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

Marion is a Certified Public Accountant and receives separate compensation for this role. From time to time, Marion offers clients advice or products related to this activity, but it is not investment-related.

Employment History
Current Registrations
Detalus Advisors, LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Detalus Securities, LLCBroker
October 2002 - December 2019 · 17 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Marion Gaylon Mcdowell - Financial Advisor | TrueAdvisor