Maricela Shenouda
Maricela Shenouda is a CFP-designated registered investment advisor at Creative Planning, based in Mission Viejo, CA, with 6 years of industry experience. Maricela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Mission Viejo, CA
Get directionsHistory
Regulatory History (1)
Financial
December 2016Employment History
Current Registrations
Creative Planning
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
- Joshua Valdivia, CFPFinancial Management Network INC
- Curtis Farrell, CFPFinancial Management Network INC
- Stephen Shloss, CFPCastle Financial
- Fadi Mansour, CFPLPL Financial LLC
- Eric Owens, CFPStifel, Nicolaus & Company, Incorporated
- Jeffrey Clark, CFPStrategic Advisers LLC