Marc Baylin
Advisor at MB Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Marc Baylin is a CFA® charterholder with 12 years of industry experience. He is a co-founder of MB Advisors LLC and serves as a board member of File And Serve Express, a private company providing workflow management for the legal profession. He dedicates about 10 hours per month to this role and participates in quarterly meetings. MB Advisors LLC provides discretionary investment management and consulting primarily to high-net-worth individuals, focusing on customized portfolios and ongoing personal client contact. The firm employs two distinct equity strategies and utilizes options and derivatives as part of its research-driven investment approach.
Fee options
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.05% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $20,000,000: 0.58% $20,000,001+: 0.55%
15% of gains above high-water mark and 3% hurdle for Qualified Clients with $1,100,000 AUM or $2,200,000 net worth
Account minimum: $250,000 Fee-only: Opportunistic Strategy: tiered AUM fees; Intrinsic Value Strategy: flat 1.00% annually
Location
Atlanta, GA
Most active in
Marc B has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
File And Serve Express
2013 - Present (13 years)
Mb Advisors, Llc
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Gregory S
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Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
David L
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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