Mark Casella is a registered investment advisor at Argentarii, LLC, based in Cincinnati, OH, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 112 clients with $290M in assets under management.
Compensation
Firm Size
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Fee Structure
Argentarii's fees for managing your investments are negotiable, but will not exceed 1% of the value of your portfolio annually. The exact fee depends on the type of account, your relationship with Argentarii, the size and complexity of your assets, and the investment strategies used. Fees are typically deducted from your account monthly, based on the average daily balance. Investment management services are included in the family office service fees.
Location
3825 Edwards Road, Ste 650, Cincinnati, OH, 45209
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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.