Mary Limoges is a registered investment advisor at Centurion Counsel INC, based in San Diego, CA, with 44 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 52 clients with $57M 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 | 0.60% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.35% |
Management fees may be negotiated between the client and Centurion Counsel under certain circumstances.
Fee Estimator
Location
4995 Murphy Canyon Road, Suite 300, San Diego, CA, 92123
Get directionsHistory
Regulatory History (3)
Regulatory
March 1999Regulatory
June 1998Civil
April 1996Other Business Activities
Mary is the secretary of Puppy Toes, Inc., a corporation. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Centurion Counsel INC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Centurion Institutional Services, INC.Broker
Warner Beck IncorporatedBroker
Nap Financial CorporationBroker
Pim Financial Services, INC.Broker
La Jolla Securities, INC.Broker
American Pacific Securities CorporationBroker
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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