Dean Marie
Dean Marie is a CFP-designated registered investment advisor at The Fiduciary Alliance, based in Brevard, NC, with 25 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B 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 | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.
Fee Estimator
Location
100 Elks Club Road, Brevard, NC, 28712
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Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Dean is an independent licensed insurance agent selling life insurance, long-term care, and fixed annuities, dedicating about 10-20% of his time. He also serves on the board of SAFE Womens Domestic Violence Services and is a board member for the Friend of Ecusta Trail Rail Trail Project, and owns a rental property.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Bison Wealth, LLC
St. Marie Financial Advisors, LLC
Independent Financial Partners
Edward Jones
Cfg Wealth Management, LLC
Intersecurities, INC.
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
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