RM
RM

Razvan Mirica

20 Years of Experience
Hanover, NH
1 Disclosure

Razvan Mirica is a registered investment advisor at Mirica Wealth, based in Hanover, NH, with 20 years of industry experience. Razvan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 46 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$299K average
Assets Under Management
$13.8M

Fee Structure

Minimum Investment:None

Mirica Wealth charges a percentage of your portfolio's value each year for investment advisory services. The exact percentage is negotiable and depends on the amount of assets they manage. The annual fee is calculated based on the value of your portfolio at the end of the previous month and is paid monthly. The total annual fees charged by Mirica Wealth will never exceed 2.0% of the value of your portfolio.

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Location

Hanover, NH

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History

Regulatory History (1)
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Customer Dispute
January 2007
Closed-No Action
Employment History
Current Registrations
Mirica Wealth
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Flagship Harbor Advisors, LLC
February 2015 - September 2018 · 3 yrs 7 mos
LPL Financial LLCBroker
February 2015 - August 2018 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
December 2006 - December 2008 · 2 yrs
Ameriprise Financial Services, INC.Broker
August 2005 - February 2015 · 9 yrs 6 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations2 states
MANH
Advisor

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
No exam information available for this advisor.