Mario Zumbo is a CFP-designated registered investment advisor at Preserve Private Wealth, LLC, based in Bethesda, MD, with 10 years of industry experience. Mario 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 38 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. PPW may direct clients to third-party investment advisers, such as Split Creek Capital LLC (total fee 1.25%) or Charles Schwab Investment Management, Inc. (total fee 1.25%).
Fee Estimator
Location
4500 East West Highway Suite 150, Bethesda, MD, 20814
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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
Mario owns multiple residential real estate rental properties in Maryland since 2022. He spends minimal time making decisions for the properties.
Employment History
Current Registrations
Preserve Private Wealth, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
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.