Marian Wellman is a registered investment advisor at International Asset Management, based in San Mateo, CA, with 15 years of industry experience. Marian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 149 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
International Asset Management offers several investment management options:
- Portfolio Management: Fees are based on the amount of your portfolio:
- 1.5% per year on the portion of your portfolio under $500,000
- 1.25% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
- Portfolio Advisory: Fees are the greater of $2,000/year or:
- 1.00% per year on the portion of your portfolio under $1,000,000
- 0.85% per year on the portion of your portfolio between $1,000,000 and $2,000,000
- 0.70% per year on the portion of your portfolio over $2,000,000
- Comprehensive Service: Fees are based on the amount of your portfolio:
- 2.0% per year on the portion of your portfolio under $500,000
- 1.5% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
Former clients of Odyssey Wealth Management pay 0.75% per year. EuroAmerican Financial Advisors clients pay 0.5% per year. Some clients may qualify for a performance-based fee structure.
Location
411 Borel Avenue, Suite 502, San Mateo, CA, 94402
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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 Activities
Marian is self-employed, operating a tax preparation business called "Taxes in Mexico" since 2004. This is Marian's main business.
Employment History
Current Registrations
International Asset Management
State Registrations1 state
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