Marissa Frizzell
Marissa Frizzell is a registered investment advisor at Abridge Partners, LLC, based in Kennett Square, PA, with 2 years of industry experience. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 116 clients with $120M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable. Sub-advisor and platform fees may apply in addition to Abridge Partners' fee.
Fee Estimator
Location
602 Peacock Lane, Kennett Square, PA, 19348
Get directionsHistory
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
Abridge Partners, LLC
Previous Registrations
Proteus, LLC
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
- Brittany Kalsky, CFPBrandywine Oak Private Wealth LLC
- Michael Caccavo, CFP, ChFCEdward Jones
- Mark Jackson, CFPBrandywine Oak Private Wealth LLC
- Alison Dorsman, CFPBrandywine Oak Private Wealth LLC
- Connor Knox, CFPBrandywine Oak Private Wealth LLC
- Tracy Mcguire, CFPBrandywine Oak Private Wealth LLC