MC
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Mariel Clemensen
23 Years of Experience
West Orange, NJ
1 Disclosure
Mariel Clemensen is a registered investment advisor at Clemensen Capital Company LLC, based in West Orange, NJ, with 23 years of industry experience. Mariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85 clients with $59M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
85 clients
Average Client Portfolio
$689K average
Assets Under Management
$58.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard fee for long term investments has been set at 1% since 2020. The fee for short term investments (less than 13 months duration) is set at 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
West Orange, NJ
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Regulatory History (1)
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Regulatory
February 2003Final
Employment History
Current Registrations
Clemensen Capital Company LLC
November 2013 - Present · 12 yrs 5 mos
Previous Registrations
Starlight Investments, LLCBroker
June 2007 - December 2008 · 1 yr 6 mos
Iicc - Tradeco, INC.Broker
February 2004 - June 2005 · 1 yr 4 mos
Clemensen Capital Company, LLCBroker
July 1999 - December 2003 · 4 yrs 5 mos
Scotia Capital Markets (USA) INC.Broker
January 1995 - July 1996 · 1 yr 6 mos
Lehman Brothers INC.Broker
October 1991 - May 1993 · 1 yr 7 mos
Citicorp Securities Markets, INC.Broker
June 1990 - June 1991 · 1 yr
State Registrations5 states
CAMANJNYTX
Advisor
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.
Exams
No exam information available for this advisor.