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Rosemarie Marino

4 Years of Experience
New York, NY

Rosemarie Marino is a registered investment advisor at Hemisphere Partners LLC, based in New York, NY, with 4 years of industry experience. Rosemarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
42 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$208.4M

Fee Structure

Investment management only (planning not offered)

Hemisphere Partners' annual advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.20% to 1.00%. The specific rate is stated in your advisory agreement and is determined by factors like the complexity of your situation and the amount you invest. Fees are generally paid quarterly in advance.

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Location

641 Lexington Avenue, Suite 1529, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hemisphere Partners LLC
September 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NY
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.
Rosemarie Marino - Financial Advisor | TrueAdvisor