Robert Diquollo is a PFS-designated registered investment advisor at Mariner, based in Madison, NJ, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
One Giralda Farms, Suite 130, Madison, NJ, 07940
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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 →Other Business Activities
Robert is a board member/treasurer for Fund for Newark Abbey, chairman of the board of advisors/trustees for Newark Abbey/St. Benedict's Prep School, a board of governors member for The New School University School of Public Engagement, a board of advisors member for I Got It Holding Corp. dba Metabilia, and a board of advisor for Foundation of Morristown Medical Center. These activities involve overseeing finances, fundraising, strategy, and advising, taking minimal time to a few hours per week.
Employment History
Current Registrations
Mariner
Previous Registrations
Mariner Wealth Advisors
Brinton Eaton
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.
Exams
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