Robert Marino
Robert Marino is a registered investment advisor at Dtm Advisory Group LLC, based in Neptune, NJ, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 27 clients with $840K 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 $99K | 1.25% |
| $99K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K+ | 0.70% |
Fees are negotiable. Minimum account size is $1,000.
Fee Estimator
Location
3600 Nj-66, Ste 176, Neptune, NJ, 07753
Get directionsHistory
Regulatory History (6)
Judgment / Lien
December 2020Judgment / Lien
October 2020Judgment / Lien
September 2020Judgment / Lien
February 2020Judgment / Lien
November 2019Judgment / Lien
April 2013Other Business ActivitiesSells Insurance
Robert is independently licensed to sell insurance and annuity products through various insurance companies, earning commissions. He also sells Medicare products, long-term care insurance, and property & casualty insurance, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Dtm Advisory Group LLC
Previous Registrations
Dtm Advisory Group LLC
Princor Financial Services Corporation
Hornor, Townsend & Kent, INC.
Princor Financial Services Corporation
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.