GM
GM

Giovanni Mannarino

8 Years of Experience
Oceanside, CA
Sells Insurance

Giovanni Mannarino is a registered investment advisor at Aeternum Advisors, based in Oceanside, CA, with 8 years of industry experience. Giovanni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $6.0M0.60%
$6M+0.60%

Fees are negotiable, and can vary by client. IRA’s/Individual Accounts invested solely into Cash/Money Market will not have Advisory Fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oceanside, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Giovanni is an independent life insurance agent, selling life, health, disability, and long-term care insurance since 1994. He dedicates about 10-20% of his time to discussing insurance needs with customers.

Employment History
Current Registrations
Aeternum Advisors
April 2017 - Present · 9 yrs 1 mo
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.