Mary Nostrand is a CFP-designated registered investment advisor at Van Nostrand Wealth Management LLC, based in San Diego, CA, with 22 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 50 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for clients with AUM above $10,000,000 are negotiable. Clients who place greater than $1 million in assets under VWM’s management will receive Financial Planning Services included in the fees for Investment Management Services.
Fee Estimator
Contact
Mary Nostrand
Location
16870 West Bernardo Drive, Suite 400, San Diego, CA, 92127
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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 →Employment History
Current Registrations
Van Nostrand Wealth Management LLC
Previous Registrations
Duttenhofer Advisory Group
Van Nostrand & Associates, INC.
Van Nostrand & Associates, INC.
Cambridge Investment Reserarch, INC.
State Registrations2 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.
Exams