Marius Grigoriu
Marius Grigoriu is a registered investment advisor at Left Coast Investment Strategies LLC, based in Seattle, WA, with 4 years of industry experience. Marius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7 clients with $5.5M 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 | 1.50% |
AUM fees are negotiable based on the size, complexity, and expected returns of client accounts.
Fee Estimator
Location
Seattle, WA
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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.
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Marius works as a Broker at Columbia Partners Real Estate since February 2018, identifying real estate, negotiating deals, and managing transactions. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Left Coast Investment Strategies LLC
State Registrations1 state
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