Tiberiu Marian
Tiberiu Marian is a CFP-designated registered investment advisor at Shadowbrook Private Wealth LLC, based in Sugar Hill, GA, with 13 years of industry experience. Tiberiu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 35 clients with $57M 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 | 1.45% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $8.0M | 1.00% |
| $8.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
Sugar Hill, GA
Get directionsHistory
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
Tiberiu is a licensed insurance professional, dedicating minimal time to this activity. He is also a guest lecturer at the University of Bucharest, spending about 10% of his time on this role.
Employment History
Current Registrations
Shadowbrook Private Wealth LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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