Marcus Hafner is a registered investment advisor at Mcnally Financial Services Corporation, based in San Antonio, TX, with 8 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 142 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.
Location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcus works as a corporate finance contractor for NBG Home, dedicating about 10-20% of his time to financial modeling and forecasting. He is also a managing member of Two Seven Investments LLC, a family-owned real estate business, spending minimal time managing operations.
Employment History
Current Registrations
Mcnally Financial Services CorporationBroker
Mcnally Financial Services Corporation
Mcnally Financial Services Corporation
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
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