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, High Net Worth, Insurance Planning, and 4 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 portfolio values above $10,000,000 are negotiable. Financial planning is included for clients with more than $1 million under management.
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
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