MP
CFP
MP
CFP

Mariame Pierce

2 Years of Experience
Vienna, VA

Mariame Pierce is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in Vienna, VA, with 2 years of industry experience. Mariame operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 140 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
140 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$809.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Effective annual fee typically ranges from 0.35% to 1.10% of assets under management. Specific programs like WealthStep charge 0.85%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Vienna, VA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mariame owns Lovemariame in Vienna, VA, where she provides guidance sessions. This activity requires minimal time.

Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Evoadvisers
March 2021 - November 2021 · 8 mos
State Registrations2 states
CAVA
Advisor

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
No exam information available for this advisor.
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