Maria Livadary is a CFP-designated registered investment advisor at Mana Financial Life Design, based in Glendale, CA, with 20 years of industry experience. Maria 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, High Net Worth, and 4 more. Their firm serves 133 clients with $110M 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 | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Stand-alone investment management fee is 1.00% annually. The tiered schedule applies to clients utilizing both financial life design and investment management services. Fees are negotiable.
Fee Estimator
Location
Glendale, CA
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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
Cristina is the CEO and Manager of Mana Management Partners, LLC, operating as Mana Money School, which provides financial education courses. She spends minimal time on this activity, about 10% of her time.
Employment History
Current Registrations
Mana Financial Life Design
Previous Registrations
Russell Investments
Russell Investments Financial Services, LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
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.
Exams
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