Mark Casella is a registered investment advisor at Argentarii, LLC, based in Cincinnati, OH, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 125 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and vary based on account type, relationship size, and asset complexity. The maximum annual management fee is 1% of assets under management. Third-party separately managed account programs incur additional fees ranging from 0.06% to 0.60% annually.
Fee Estimator
Location
3825 Edwards Road, Ste 650, Cincinnati, OH, 45209
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Employment History
Current Registrations
Argentarii, LLC
Previous Registrations
Coppertree Advisors, LLC
UBS Financial Services INC.
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
- Jamie Caudill, CFPAdvice and Planning Services
- Amanda Simmons, CFPMariner
- Andrew Kucia, CFPJohnson Investment Counsel, INC.
- Joseph Hack, CFPMai Capital Management, LLC
- Michael Yannucci, CFPCommonwealth Financial Network
- Joseph Patterson, CFPFoster & Motley INC