Marie Albarian
Marie Albarian is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 42 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (4)
Regulatory
May 2017Employment Separation After Allegations
July 2016Customer Dispute
January 2016Customer Dispute
July 2003Other Business Activities
Marie is the owner of MG Financial Strategies, Inc., a DBA used for marketing and branding purposes, since 2018. This activity is not investment-related.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Centaurus Financial, INC.
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mg Financial Strategies INC
Mutual Service CorporationBroker
The Advisors Group, INC.Broker
Lowry Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations4 states
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.