Marjorie Opalski
Marjorie Opalski is a registered investment advisor at Capital Investment Advisors, based in Easton, MD, with 28 years of industry experience. Marjorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 427 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIA provides asset management services through third-party money managers or direct supervision of client portfolios. Fees for asset management range from 1.25% to negotiable. Clients participating in third-party programs are charged fees based on a percentage of their assets, with the highest fee tier typically applying to the first $250,000 of assets. CIA may also assist clients with accounts not under a third-party manager, such as 401(k)s, and may charge a flat fee of $500 for asset allocation and fund research if the client does not have other assets under management.
Location
Easton, MD
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marjorie works as an advisory representative of a Registered Investment Advisor (RIA), Capital Investment Advisors Inc., dedicating about half her time to this role. She also works as an independent insurance agent for various independent insurance companies, spending minimal time on this activity.
Employment History
Current Registrations
Capital Investment Advisors
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations12 states
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