Advisor at Old Field Advisors LLC
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Gigi Turbow Marx is the sole advisor at Old Field Advisors LLC, an independent firm where she has worked since 2005. She holds a Series 65 designation and has four years of industry experience. Old Field Advisors provides fee-only financial planning and wealth management services to individuals, families, trusts, estates, privately held businesses, and nonprofit organizations. The firm employs a core-and-satellite investment approach emphasizing passive index funds and ETFs, with active funds or individual holdings used selectively, and offers specialized services in charitable planning and sub-advising other registered investment advisors.
Based on Old Field Advisors LLC
Based on Old Field Advisors LLC
$420 per hour for lead advisors; $200-300 per hour for financial planners; $150 per hour for administrative support; $150 per hour for manual data entry
Minimum fee: $6,500 per annum minimum fee for wealth management Fee-only: Financial planning fees billed hourly: $420/hour for lead advisors, $200-300/hour for financial planners, $150/hour for administrative support; Wealth management fees are fixed annual retainers, reviewed annually, paid quarterly in arrears
Setauket, NY
New York
Old Field Advisors LLC
2005 - Present (21 years)
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