Marianne Woodburn
Marianne Woodburn is a registered investment advisor at Labrador Investments, LLC, based in Cincinnati, OH, with 10 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 113 clients with $29M 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 | 1.10% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Different fee structures are negotiated from time to time to accommodate unique client circumstances, including quarterly billing (rather than monthly), fixed fees and hourly fees outside the scope of normal investment management of client assets.
Fee Estimator
Location
Cincinnati, OH
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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 works as an insurance agent for Bridge Financial Growth, assisting people with life insurance, disability, and long-term care needs, taking about half of her time. She is also a small business advisor for Woodburn Financial.
Employment History
Current Registrations
Labrador Investments, LLC
Previous Registrations
Labrador Investments, LLC
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.