Raffaele Mari is a CFP-designated registered investment advisor at Global Wealth Management, based in Corona Del Mar, CA, with 12 years of industry experience. Raffaele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 6 clients with $5M 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 | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Location
3334 E. Coast Hwy, #101, Corona Del Mar, CA, 92625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Raffaele is a director providing tax consulting services since 1991. This activity takes about a quarter of Raffaele's time.
Employment History
Current Registrations
Global Wealth Management
State Registrations1 state
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