Marilee Ferone
Marilee Ferone is a registered investment advisor at Advisors Asset Management, INC., based in Princeton, NJ, with 15 years of industry experience. Marilee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
300 Carnegie Center Suite 100, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marilee is an Executive Committee member, current Treasurer until May 2019, and a Board member of the Money Management Institute (MMI). She dedicates a few hours per week to calls and multi-day conferences several times a year.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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