Maria Kersey
Maria Kersey is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Havertown, PA, with 30 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Havertown, PA
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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 Activities
Maria works as a fragrance vendor representative for L'Oreal, promoting Ralph Lauren and Giorgio Armani fragrances at Macy's. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations6 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.