Sherri Marini
Sherri Marini is a registered investment advisor at Legacy Advisory Group, INC., based in Hermitage, PA, with 19 years of industry experience. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3087 Innovation Way, Hermitage, PA, 16148
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
Sherri owns 50% of Freedom Financial & Realty Group LLC since 2005, but does no marketing under this corporation as it was established for tax purposes only. She also works as an independent contractor for Legacy Financial Strategies, Inc. and offers tax consulting and planning through Innovation Tax Service.
Employment History
Current Registrations
Legacy Advisory Group, INC.
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.