Mary Atkinson
Mary Atkinson is a registered investment advisor at Schrum Private Wealth Management, LLC, based in St. Augustine, FL, with 24 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 155 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schrum Private Wealth charges an annual advisory fee based on a percentage of the assets they manage. This fee generally ranges from 0.45% to 1.5%, depending on the size and composition of your portfolio, the services provided, and the advisor involved. The fee is calculated monthly using the average daily balance. Schrum Private Wealth may also charge a flat fixed advisory fee, which is individually negotiated.
Location
3940 Lewis Speedway, Ste 2201, St. Augustine, FL, 32084
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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 ActivitiesSells Insurance
Mary is an Investment Advisor Representative (IAR) of Spire Wealth Management and an agent of Spire Insurance Agency, both affiliated firms.
Employment History
Current Registrations
Schrum Private Wealth Management, LLC
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.