Marnie
Baird
American Money Management, LLC
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About this Advisor
Marnie Baird is a financial advisor based in Rancho Santa Fe, California, working with American Money Management, LLC. Marnie has previously held positions at Wealth Quest Partners, Inc, Harrison - De Charon, LLC, and American Money Management, LLC. Marnie is registered to provide services in California. Currently, Marnie is part of American Money Management, LLC, which operates out of Rancho Santa Fe, California. The firm has 3 offices and 12 employees. The firm manages assets totaling $660.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at American Money Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Money Management, LLC Brokerage Details
$660,473,182
12
1,595
$414,090
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marnie Baird Work History
American Money Management, LLC
Wealth Quest Partners, Inc
Harrison - De Charon, LLC
Disclosures
Please visit the SEC profile of Marnie Baird to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Money Management, LLC
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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