Mary Storjohann is a CFP-designated registered investment advisor at Allora Wealth, LLC, based in Chula Vista, CA, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $8.5M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets. The annual fees are negotiable.
Fee Estimator
Location
Chula Vista, CA
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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 →Employment History
Current Registrations
Allora Wealth, LLC
Previous Registrations
Abacus Wealth Partners
Workable Wealth
Morgan Stanley Smith Barney LLC
Osher Van De Voorde Investment Management
Morgan Stanley & CO., Incorporated
Morgan Stanley
Citigroup Global Markets INC.
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.