Drew Marinelli is a registered investment advisor at Ibn Advisory Services, INC., based in Anaheim Hills, CA, with 3 years of industry experience. Drew 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 1 more. Their firm serves 197 clients with $70M 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 | 2.00% |
Fees generally vary from 0.50% to 2.00% per year based on account size and complexity. Fees above 2.00% require compliance approval.
Fee Estimator
Location
6200 Canyon Rim Road, Suite 207C, Anaheim Hills, CA, 92807
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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 →Employment History
Current Registrations
Ibn Advisory Services, INC.
Previous Registrations
Gerber Kawasaki Wealth & Investment Management
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
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