For over twenty years, Mr. Fagersten’s practice has been focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs. Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements and values-based considerations, to develop integrated and customized solutions on behalf of clients. Our clients benefit from the advantages of our boutique practice, limited to a defined number of clients to ensure the highest level of advice and personal attention, but with access to the resources of a leading global financial services firm. As a thoughtful steward of our client's assets and legacy, Marcus Fagersten has been entrusted with over $1.5 billion in assets under management*.

* $1,657,702,376 Assets Under Management as of March 2016

• Accredited UBS Wealth Advisor
• Member of EPAS Steering Committee
• Inaugural member of the UBS Corporate Advisory Board

• Bachelor of Science Business Administration/Finance, University of Southern California Marshall School of Business
• Certified Equity Professional (CEP) Institute Level I, a program administered by Santa Clara University

• Series 63, Uniform Securities State Agent
• Series 3, National Commodities Futures
• Series 65, Investment Advisor Representative
• Life Agent, California, License # 0B77016, Life Insurance Agent
• Series 7, General Securities Representative

• Life Member of the National Eagle Scout Association
• Member of the St. Francis Yacht Club
• Active in the community and involved with numerous not-for-profit community organizations

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY