Marc Luciani is a registered investment advisor at Dumont & Blake Investment Advisors LLC, based in Princeton, NJ, with 13 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 450 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule shown is for Equity and Balanced Accounts. Fixed Income Accounts have a different schedule: First $500K: 0.60%, Next $500K: 0.50%, Next $2M: 0.45%, Next $2M: 0.40%, Over $5M: 0.30%. Fees are negotiable.
Fee Estimator
Location
731 Alexander Road, Suite 301, Princeton, NJ, 08540
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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 Activities
Marc is a board member of Potential Inc., a school for children with autism, since 2015. He dedicates a few hours per week to connecting the board with his personal connections.
Employment History
Current Registrations
Dumont & Blake Investment Advisors LLC
Previous Registrations
Covered Bridge Advisors, LLC
Hanlon Investment Management, INC.
Cfwp Securities, LLCBroker
Cantor Fitzgerald Wealth Partners, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.