Maressa Etzig-Marin
Maressa Etzig-Marin is a CFP-designated registered investment advisor at Creative Planning Institutional Advisors, 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 Investment Management, Retirement Planning. Their firm serves 915 clients with $38B 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 | 1.50% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
1645 Palm Beach Lakes Blvd., Suite 1200, West Palm Beach, FL, 33401
Get directionsHistory
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 Activities
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
Creative Planning Institutional Advisors, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
State Registrations1 state
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
More Advisors
- Jeffrey PetroneCreative Planning Institutional Advisors, LLC
- Daniel Cavin, ChFCState Farm Investment Management CORP.
- Eric Propper, CFA
- Galan Daukas, CFA, CFPBradley Foster & Sargent INC
- Moise Derosier, ChFCGlobal View Capital Management LLC
- Ettore Ventrice, CFPCresset Asset Management, LLC