Mary Avella
Mary Avella is a registered investment advisor at Ascentis Independent Advisors, LLC, based in West Palm Beach, FL, with 12 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 2,815 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee charged for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
West Palm Beach, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2023Other Business Activities
Mary provides financial advisors research and investment-related consulting services. This takes minimal time each month.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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