Marcel Doumerc
Advisor at Eden Financial
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.
Firm
Eden Financial
Location
Guntersville, AL
Credentials
Series 63, Series 65
Industry experience
1 year
About
Marcel Doumerc is a financial advisor at Eden Financial with Series 63 and Series 65 licenses and one year of industry experience. He is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC, activities conducted outside of trading hours. Eden Financial is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and businesses. The firm focuses on discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and primarily passive management with flexibility for active strategies and ESG considerations.
Client services
Based on Eden Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees for Project-Based Financial Planning range from $300 to $4,000, negotiable; initial fee for ongoing planning $300 to $4,000, negotiable
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30%
$300 per hour for Project-Based Financial Planning, negotiable
Ongoing Financial Planning fees paid monthly in arrears at $150-$300 per month, negotiable
Fee-only: Ongoing Financial Planning: $150-$300 per month, negotiable; Project-Based Financial Planning: $300-$4,000 fixed fee, negotiable; Hourly Financial Planning: $300 per hour, negotiable
Location
Guntersville, AL
Work history
Anvil Wealth
2024 - Present (2 years)
Place 2 B, LLC
2023 - Present (3 years)
Jasuco, 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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CFP®, PFS™, Series 63
Guntersville, AL
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James G
Series 63, Series 65
Albertville, AL
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Kerry C
CFP®, Series 63
Guntersville, AL
Steward Partners Investment Advisory, LLC
Sarah M
Series 66
Guntersville, AL
Steward Partners Investment Advisory, LLC
Mitchell G
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Daniel M
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
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