Marianne Brouillette
Marianne Brouillette is a registered investment advisor at Sollinda Capital Management LLC, based in Savannah, GA, with 19 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
1 Oglethorpe Professional Blvd., Ste. 102, Savannah, GA, 31406
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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 Activities
Marianne operates Cowan Financial Group, Inc. for financial services. She also owns and is president of Brouillette & Cowan Inc., a tax accounting and consulting business, taking about half of her time.
Employment History
Current Registrations
Sollinda Capital Management LLC
Saxony Securities, INC.
Saxony Securities, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations4 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.