Marianne Mattran
Marianne Mattran is a CFP-designated registered investment advisor at Foundry Wealth Advisors, LLC, based in Baltimore, MD, with 21 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 67 clients with $130M 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 | 1.40% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
All fees are negotiable. FWA charges a flat rate of 0.50% on assets that FWA cannot directly manage, such as assets held in 401(k) plans, where FWA does not have authority to make portfolio changes.
Fee Estimator
Location
921 E. Fort Avenue, Suite 310, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Marianne is a licensed Maryland State Life Health Insurance Producer since 2011, selling life, long-term care, and disability insurance, dedicating a few hours per week. She also owns Matador Holdings, LLC, an advertising business, spending minimal time on it.
Employment History
Current Registrations
Foundry Wealth Advisors, LLC
Previous Registrations
M. S. Howells & CO.Broker
Jemma Financial Services
Coastal Investment Advisors
Coastal Equities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
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.