Advisor at American Money Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Money Management, LLC
Location
Rancho Santa Fe, CA 92067
Credentials
CFP®
Industry experience
7 years
Marnie Baird is a CFP® with six years of industry experience, currently serving as a financial advisor at American Money Management, LLC since 2021. Prior to joining American Money Management, she worked at Wealth Quest Partners, Inc. for seven years. American Money Management, LLC provides discretionary portfolio management and 401(k) advisory services to individuals, pension plans, trusts, and corporations. The firm employs tailored asset-allocation strategies overseen by an investment committee, incorporating fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.
Based on American Money Management, LLC
Based on American Money Management, LLC
Fixed fees for financial planning services, typically $2,500 - $5,000
0.10% to 1.50% annually (negotiable based on size and complexity)
Hourly charges may apply for financial planning in non-asset management or complex situations
Performance-based fees negotiated on a case-by-case basis with qualified clients
Account minimum: $100,000 Fee-only: Financial planning fees typically range between $2,500 - $5,000; may be fixed fee and/or hourly charges
14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067
California
American Money Management, LLC
2021 - Present (5 years)
Wealth Quest Partners, Inc.
2014 - 2021 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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