Marianne Fresia is a CFP-designated registered investment advisor at St. Germain Investment Management, based in Lee, MA, with 9 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 6,722 clients with $3.8B 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are negotiable based on asset complexity, anticipated future assets, and account style. A minimum quarterly fee of $25 applies.
Fee Estimator
Location
103 West Park St., Lee, MA, 01238
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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 Activities
Marianne is an AVP of Private Banking and Trust Services at Lee Bank, dedicating nearly full-time hours to this role. She also serves as Treasurer for the Non-Profit Center of the Berkshires, spending minimal time per week in this unpaid, volunteer position.
Employment History
Current Registrations
St. Germain Investment Management
Previous Registrations
St. Germain Securities, INC.Broker
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.
Exams
More Advisors
- Kate Koplin, CFPCommonwealth Financial Network
- James Zien, CFPCommonwealth Financial Network