Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges ($100-$500/hour), retainer fees, and/or fixed fees. The minimum quarterly fee for Wealth Management is $3,125 ($12,500 annually), and for Investment Management, it's $1,500 ($6,000 annually). Financial planning fees start at $6,000 for a one-time plan. Fees are negotiable and may be modified based on various criteria. Clients also pay custodial, brokerage, and fund management fees.
Areas of Practice
Advisor Information
Office location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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Marianela Nmn ColladoRegulatory 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 →Employment History
Current Registrations
Tobias Financial Advisors
State Registrations2 states
Exams
Additional Information
Marianela Collado, CPA/PFS, CFP®, CDS™ serves as a Senior Wealth Advisor and is the CEO and co-owner of the firm. She serves clients in a team setting by collaborating with them and their professional advisors to ensure their overall financial planning and investment objectives are pursued in a tax-efficient manner.