Douglas Marcello is a CFP, ChFC-designated registered investment advisor at Core Wealth Management, INC., based in Jupiter, FL, with 12 years of industry experience. Douglas 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 3 more. Their firm serves 291 clients with $400M 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 $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable and may vary based on account size, complexity, relationship status, and legacy agreements. A $1,500 minimum quarterly fee applies, which may be waived.
Fee Estimator
Contact
Douglas Marcello
Location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
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Regulatory History (1)
Customer Dispute
July 2022Employment History
Current Registrations
Core Wealth Management, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
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.
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