Mary Fife
Mary Fife is a registered investment advisor at Commonwealth Financial Network, based in Alexandria, VA, with 32 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
6361 Walker Lane, Suite 120, Alexandria, VA, 22310
Get directionsHistory
Regulatory History (1)
Criminal
September 1986Other Business ActivitiesSells Insurance
Mary sells fixed insurance products since 2008 and owns rental property in Oak Island, NC since 2022. The rental property takes minimal time and is investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
Lazard Freres & CO. LLCBroker
Shearson Lehman Hutton INC.Broker
State Registrations7 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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