MN
MN

Marlene Jarrett Nitsch

18 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
141 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$172.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.70%
$3M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
401k Generation
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Skyview Wealth Management, LLC
April 2017 - February 2018 · 10 mos
Suntrust Investment Services, INC.
September 2005 - April 2015 · 9 yrs 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.