Consuelo Webb is a registered investment advisor at Mari Legacy Group, LLC, based in Calabasas, CA, with 21 years of industry experience. Consuelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 17 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mari Legacy Group offers two investment management services:
- Asset Management: The maximum annual fee will not exceed 1.75%. Fees are based on the amount of assets managed and the complexity of the client's needs. Fees are billed quarterly in arrears.
- Comprehensive Portfolio Management: The maximum annual fee will not exceed 2.00%. Fees are based on the amount of assets managed and the complexity of the client's needs. Fees are billed quarterly in arrears.
Location
4500 Park Granada, Suite 202, Calabasas, CA, 91302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Consuelo works as a bookkeeper, dedicating about 10-20% of her time to maintaining financial entries and reconciliations. She also serves as the Board Treasurer for Compass Christian Academy and as an independent contractor/Chief Financial Officer for The Forum Group LLC, spending about 10-20% of her time on each.
Employment History
Current Registrations
Mari Legacy Group, LLC
Previous Registrations
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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