Marianne Inforzato is a CFP-designated registered investment advisor at The Fairman Group, LLC, based in Berwyn, PA, with 24 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 142 clients with $900M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are billed quarterly in advance. The firm assesses a minimum annual fee of $15,000. Fees may be negotiated based on portfolio size, types of securities, custodian used, or family relationships.
Fee Estimator
Location
300 Berwyn Park, Ste. 202, Berwyn, PA, 19312
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 →Employment History
Current Registrations
The Fairman Group, LLC
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
- Douglas Morisoli, CFPThe Fairman Group, LLC
- Richard Clark, CFP, ChFCJacobi Capital Management, LLC
- Joseph Ciavarelli, CFALPL Financial LLC
- Matthew Schmidt, CFASequoia Financial Group, L.L.C.
- David Sun, CFAEllis Investment Partners, LLC
- Jennifer Garrett, CFAEllis Investment Partners, LLC