Marianne Nolte is a CFP-designated registered investment advisor at Imagine Financial Services, based in Lake Havasu City, AZ, with 11 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 42 clients with $13M 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 $300K | 1.50% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts above $5,000,000. Sub-advisor Dimensional Fund Advisors charges an additional 0.29% for qualifying accounts.
Fee Estimator
Contact
Marianne Nolte
Location
Lake Havasu City, AZ
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 →Employment History
Current Registrations
Imagine Financial Services
Previous Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations3 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
More Advisors
- Karen Savage, CFPLPL Financial LLC
- Samuel Springberg, CFPOsaic Wealth, INC.
- Jacob Shulam, ChFCLPL Financial LLC
- Brian Springberg, CFPOsaic Wealth, INC.
- Laura Prahl, CFPEdward Jones