Misty Marlowe is a registered investment advisor at Maridea Wealth Management, based in Neptune, NJ, with 9 years of industry experience. Misty 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 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
Neptune, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Misty is an Investment Advisor Representative with Hartshorne Group, LLC since 2008, but is transitioning away from that role. She is also an Investment Advisor Representative with Maridea Wealth Management LLC since September 2024.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Hartshorne Group, LLC
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.