Marianne Durham
Marianne Durham is a registered investment advisor at Hf Advisory Group, LLC, based in Annapolis, MD, with 13 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 402 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HF Advisory Group manages your investment portfolio for a fee based on the value of your account. The fee ranges from 0.5% to 1.75% annually. The exact fee is negotiable and will be in your advisory agreement.
Location
166 Defense Highway, Suite 102, Annapolis, MD, 21401
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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 ActivitiesSells Insurance
Marianne is an insurance agent working with a financial education non-profit, providing recommendations and assistance to clients on life insurance, annuities, and long-term care insurance. This takes about a quarter of Marianne's time.
Employment History
Current Registrations
Hf Advisory Group, LLC
Previous Registrations
Silversage Advisors
Geneos Wealth Management, INC.Broker
Purus Wealth Management, LLC
Capital Synergy PartnersBroker
Capital Synergy Partners
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Capital Synergy PartnersBroker
State Registrations1 state
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.