Gigi Marx is a registered investment advisor at Old Field Advisors LLC, based in Setauket, NY, with 4 years of industry experience. Gigi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Old Field Advisors offers wealth management services for a fixed annual retainer fee, which is determined by the complexity of your financial situation and portfolio. The fee is reviewed annually and paid quarterly in arrears. There is a $6,500 minimum annual fee. An initial set up fee of up to one-half the annual wealth management fee may be required.
Location
Setauket, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Old Field Advisors LLC
State Registrations1 state
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