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Marc Maddox

13 Years of Experience
Hattiesburg, MS
Sells Insurance

Marc Maddox is a registered investment advisor at Icom Advisors, LLC, based in Hattiesburg, MS, with 13 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
390 clients
Average Client Portfolio
$316K average
Assets Under Management
$123.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.

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

140 Mayfair Rd, Suite 2100, Hattiesburg, MS, 39042

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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 ActivitiesSells Insurance

Marc is the VP of Employee Benefits Division at Maddox Benefits, LLC, selling insurance products (health, dental, vision, life, disability) to businesses and individuals. This takes about half of Marc's time.

Employment History
Current Registrations
Icom Advisors, LLC
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
Icom Advisors, LLC
June 2019 - December 2020 · 1 yr 6 mos
Infinex Investments, INC.
May 2018 - April 2019 · 11 mos
Infinex Investments, INC.Broker
May 2018 - April 2019 · 11 mos
Principal Securities, INC.
March 2016 - May 2018 · 2 yrs 2 mos
Principal Securities, INC.Broker
February 2016 - May 2018 · 2 yrs 3 mos
VALIC Financial Advisors, INC.
April 2012 - February 2016 · 3 yrs 10 mos
VALIC Financial Advisors, INC.Broker
February 2012 - February 2016 · 4 yrs
State Registrations3 states
LAMSTX
Advisor

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.

Exams
No exam information available for this advisor.