Tressia Marino is a registered investment advisor at Boden Wealth, based in Lemoyne, PA, with 12 years of industry experience. Tressia 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, High Net Worth, and 4 more. Their firm serves 1,212 clients with $580M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are tiered based on market value. Accounts of direct family members sharing the same residence are combined. Fees are negotiable based on relationship size and complexity.
Fee Estimator
Location
1027 Mumma Road, Lemoyne, PA, 17043
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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
Tressia is a Kestra Financial Advisor and a member of Questmont Strategic Wealth Advisors, engaging in registered rep activities. She is also a financial advisor at Boden Wealth, which involves insurance, and a committee member for Choices Healthcare Investment Committee.
Employment History
Current Registrations
Boden Wealth
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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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