Maribel Larios is a registered investment advisor at Fiduciary Experts LLC, based in Murrieta, CA, with 19 years of industry experience. Maribel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 67 clients with $890M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
67 clients
Average Client Portfolio
$13.3M average
Assets Under Management
$890.6M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $40.0M | 0.25% |
| $40.0M - $115.0M | 0.20% |
| $115M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Murrieta, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Fiduciary Experts LLC
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Fiduciary Experts LLC
February 2011 - December 2017 · 6 yrs 10 mos
Independent Financial Group, LLC
October 2010 - January 2011 · 3 mos
Fiduciary Experts LLC
July 2010 - December 2010 · 5 mos
Chase Investment Services CORP.
December 2009 - March 2010 · 3 mos
Fiduciary Experts LLC
April 2008 - January 2010 · 1 yr 9 mos
Benefit Funding Services Group
May 2007 - March 2009 · 1 yr 10 mos
Benefit Funding Services Group
March 2007 - June 2007 · 3 mos
Wm Financial Services, INC.
March 2005 - November 2005 · 8 mos
Citicorp Investment Services
June 2004 - February 2005 · 8 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.