Marlene Musso is a registered investment advisor at Fortis Advisors, LLC, based in Wayne, PA, with 12 years of industry experience. Marlene 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 83 clients with $510M 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 $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees for non-affiliated private investments in both real estate and non-real estate are charged a flat fee based on the most recent value provided by the manager and are negotiable depending on the level of due diligence required. There are also some accounts that pay a flat fee and others that may have no fee associated with them due to specific account circumstances. Under certain circumstances this fee may be negotiable. Accounts of members of the same household may be aggregated for purposes of determining the management fee. Some employees and their family members may have accounts which pay a discounted fee.
Fee Estimator
Location
656 E. Swedesford Road, Suite 330, Wayne, PA, 19087
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 Activities
Marlene works as a family accountant at Fortis Partners, LLC, providing family office services to high net worth clients, including bookkeeping, cash flow management, and concierge services. This takes about half of Marlene's time.
Employment History
Current Registrations
Fortis Advisors, 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.