CFP · ChFC
CFP · ChFC
Douglas James Marcello
11 Years of Experience
1 Disclosure
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
276 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$345.5M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
We have a $1,500 minimum quarterly fee requirement, which may be waived or reduced if we feel circumstances are warranted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,000
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Contact
Douglas James Marcello
Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2022Denied
Employment History
Current Registrations
Core Wealth Management, INC.
February 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
April 2014 - February 2024 · 9 yrs 10 mos
Edward JonesBroker
February 2014 - February 2024 · 10 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Contact
Douglas James Marcello