Mars English is a registered investment advisor at Brownson, Rehmus & Foxworth, INC., based in Tarrytown, NY, with 1 years of industry experience. Mars operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $4.3B in assets under management.

Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$25,000

Brownson, Rehmus & Foxworth charges a base fee that is determined by a Principal and approved by the client. The fee is based on factors such as the amount and types of assets, complexity of services, service intensity, degree of custom work, time requirements, number of entities and family members served, ease of interaction, and travel requirements. The base fee typically varies from 0.15% to 1.00% of assets under management or advisement. The fee rate is generally lower for clients with higher amounts of assets and higher for clients with lower amounts of assets. Minimum annual fees tend to start at $25,000.

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Location

Tarrytown, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
September 2024 - Present · 1 yr 7 mos
State Registrations1 state
NY
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.
Mars English - Financial Advisor | TrueAdvisor