Michael Marietti
Michael Marietti is a registered investment advisor at Riverbend Planning Group LLC, based in Chicago, IL, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $37M 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
All fees are subject to negotiation.
Fee Estimator
Location
211 W. Wacker Dr., Suite 325, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Regulatory
June 2016Other Business Activities
Michael is the president of MTS Capital Inc., a consulting business, since 2005.
Employment History
Current Registrations
Riverbend Planning Group LLC
Previous Registrations
Riverbend Planning Group LLC
Gelber Securities, LLCBroker
Barclays Capital INC.Broker
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.