CM
CM
Cary Marsella is a registered investment advisor at Earnings Investment CO., based in Fresno, CA, with 5 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.20% |
| $2M+ | 1.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fresno, CA
Get directionsHistory
Regulatory History (1)
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Financial
March 2024Pending
Other Business Activities
Cary works part-time as a broker associate for Commercial Retail Associates, selling and leasing commercial properties. He has been a licensed real estate broker since 1989 and dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Earnings Investment CO.
January 2021 - Present · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.