Advisor at Gustafsson Wealth Management, Inc.
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Firm
Gustafsson Wealth Management, Inc.
Location
Canton, GA
Credentials
Series 63, Series 65
Industry experience
20 years
Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.
Based on Gustafsson Wealth Management, Inc.
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
$150 per hour for financial planning services, negotiable
Performance-based fees charged to qualified clients with net worth over $2,200,000 or accounts of at least $1,100,000; specific fee amount not stated
Account minimum: $250,000 Fee-only: $150 per hour for financial planning services, negotiable
Canton, GA
Georgia · Louisiana
Gustafsson Wealth Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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