MS
MS

Marina Sidelnikova

18 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$904.1M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.50%

Management Fee is negotiable according to a variety of factors.

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

10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117

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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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Employment History
Current Registrations
Glass Jacobson Wealth Advisors
November 2007 - Present · 18 yrs 3 mos
Previous Registrations
Triad Advisors, INC.Broker
February 2012 - May 2016 · 4 yrs 3 mos
Banc of America Investment Services, INC.Broker
March 2001 - October 2001 · 7 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Marina Sidelnikova - Financial Advisor | TrueAdvisor