Mary Troxell
Mary Troxell is a registered investment advisor at Turning Point Financial, based in Frederick, MD, with 37 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 794 clients with $340M 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 $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are guidelines and may be negotiable. Additional asset management model fees ranging from 0.15% to 0.60% may apply depending on the chosen strategy.
Fee Estimator
Location
153 W Patrick Street, Frederick, MD, 21701
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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 →Other Business ActivitiesSells Insurance
Mary is involved with fixed insurance sales through Mary Kathleen Troxell, LLC, including life insurance, long-term care insurance, and fixed annuities. This activity takes a few hours per week.
Employment History
Current Registrations
Turning Point Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Planmember Securities Corporation
Planmember Securities CorporationBroker
Sii Investments, INC.Broker
The House of Securities CompanyBroker
State Registrations2 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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