Marisol Andreoni
Marisol Andreoni is a registered investment advisor at Utopia Wealth Management, LLC, based in Coconut Creek, FL, with 33 years of industry experience. Marisol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 62 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Utopia Wealth Management offers portfolio management services with fees billed monthly, quarterly, or semi-annually in arrears, based on the balance at the end of the billing period. There are two fee schedules:
Blended Equities & Bonds:
- First $2,000,000: 1.00%
- Next $5,000,000: 0.85%
- Over $7,000,000: 0.65%
Fixed Income:
- First $10,000,000: 0.40%
- Next $15,000,000: 0.30%
- Over $25,000,000: 0.20%
Location
6810 N. State Rd. 7, Coconut Creek, FL, 33073
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 ActivitiesSells Insurance
Marisol has been an insurance agent since 1994. She spends minimal time on this activity.
Employment History
Current Registrations
Utopia Wealth Management, LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
NationssecuritiesBroker
Independent Financial Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Southeast Bank Brokerage Service, INC.Broker
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.