Maressa Etzig-Marin
Maressa Etzig-Marin is a CFP-designated registered investment advisor at Sageview Advisory Group, LLC, based in West Palm Beach, FL, with 10 years of industry experience. Maressa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
1645 Palm Beach Lakes Blvd., Suite 1200, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maressa works for SageView Advisory Group providing financial services since 2015, dedicating full-time hours to client services and office operations. She is also an investment advisory representative with SageView Advisory Group LLC since 2020, focusing on financial planning and asset management, also dedicating full-time hours.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
State Registrations1 state
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