CF

Corinne Degiorgio Fond

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
386 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$422.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.65%
$5.0M - $10.0M0.40%
$10M+0.35%

Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

MKT Advisors charges an annual fee based on the market value of your assets under management. For example, the first $1,000,000 is charged at 1.00%. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees are paid quarterly, in advance. Fees may be negotiable at the sole discretion of the Advisor. The Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee paid by a Client, will typically not exceed 2.00% annually. MKT Advisors generally welcomes new clients with portfolios in excess of $100,000.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

900 Canterbury Place, Suite 340, Escondido, CA, 92025

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mkt Advisors LLC
January 2022 - Present · 4 yrs
Previous Registrations
Laurel Wealth Advisors, INC.
January 2021 - January 2022 · 1 yr
Laurel Wealth Advisors, INC.
August 2013 - December 2020 · 7 yrs 4 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2002 - April 2009 · 6 yrs 11 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Corinne Degiorgio Fond - Financial Advisor | AdvisorDiscover