Diane Marra
Diane Marra is a registered investment advisor at Horter Investment Management, LLC, based in Bloomville, NY, with 5 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
Bloomville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diane is an insurance agent selling life and annuity products since 1997. This takes nearly full-time.
Employment History
Current Registrations
Horter Investment Management, LLC
State Registrations1 state
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.