Cara
Marinovich
Marietta Wealth Management, LLC
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About this Advisor
Cara Marinovich is a certified financial planner who works in Marietta, Georgia who has 4 years of relevant experience. Marinovich is an advisor for Marietta Wealth Management, LLC. Their career trajectory has included roles at Oakbridge Partners, LTD and Marietta Wealth Management. Marinovich can work in Georgia. Marietta Wealth Management, LLC is a registered investment business headquartered in Marietta, GA. It has $916 million in total assets between its 1,200 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 1,200 accounts, 50% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services are provided. Fees billed by Marietta Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marietta Wealth Management, LLC Brokerage Details
$916,264,157
11
1,200
$763,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cara Marinovich Work History
Cara has been registered as a financial advisor for 4 years.*
Marietta Wealth Management
Oakbridge Partners, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cara Marinovich 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 Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
