Kristen Marinovic is a registered investment advisor at Equinox Wealth Management, based in Santa Cruz, CA, with 27 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or waived for certain types of accounts.
Fee Estimator
Location
Santa Cruz, CA
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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
Equinox Wealth Management
Previous Registrations
Integral Investment Advisors, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Charles Schwab & CO., INC.
State Registrations1 state
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