Mary Minas is a registered investment advisor at Commonwealth Financial Network, based in San Diego, CA, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
600 West Broadway, Suite 3200, San Diego, CA, 92101
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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
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Girard Securities, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Sentra Securities CORP
Spelman & CO., INC.Broker
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
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.