Marilyn Ramsook-Lilly
Marilyn Ramsook-Lilly is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Shavano Park, TX, with 25 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Shavano Park, TX
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Victory Capital Services, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
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USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
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Citicorp Investment ServicesBroker
State Registrations53 states
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