Ross Marino
Ross Marino is a CFP-designated registered investment advisor at Dovetail Financial Group LLC, based in Wilmington, NC, with 36 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 342 clients with $300M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
210-4 Avondale Ave, Wilmington, NC, 28403-7059
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1998Other Business Activities
Ross is the officer/CEO of The Marino Group, where he manages finances and payroll, dedicating about 10-20% of his time. He is also the officer/CEO of Rekon Intelligence/Advisor2X, which hosts meetings for financial advisors, and spends about 60 hours per month on this. Ross is also an advisor for the Financial Transitionist Institute (FTI), spending minimal time.
Employment History
Current Registrations
Dovetail Financial Group LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Paragon Capital CorporationBroker
Hibbard Brown & CO., INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations2 states
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.