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Michael Mariani

Advisor at Consolidated Wealth Management

Updated today

Firm

Consolidated Wealth Management

Location

Clayton, MO 63105-3702

Credentials

Series 65

Industry experience

14 years

About

Michael Mariani is a financial advisor with Consolidated Wealth Management in Clayton, MO, holding a Series 65 designation and 14 years of industry experience. He has worked at Asset Planners, Inc. since 2016 and Buckingham Asset Management, LLC since 2011. Outside of his advisory work, Mariani and his wife operate a property management LLC that manages a small number of multi-family investment properties for a family member. Consolidated Wealth Management provides individualized financial planning and portfolio management for high-net-worth and other individual clients. The firm’s approach emphasizes fundamental analysis and long-term buy-and-hold strategies, utilizing diversified allocations with low-cost exchange-traded funds and software-driven scenario analysis.

Client services

Based on Consolidated Wealth Management

Financial planning Portfolio management

Expertise

Based on Consolidated Wealth Management

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed or flat fee from $1,000 to $25,000, negotiable

Percentage

$100,000 - $999,999: $2,500 to $12,500 fixed fee range $1,000,000 - $4,999,999: $8,000 to $40,000 fixed fee range $5,000,000 - $24,999,999: $20,000 to $100,000 fixed fee range $25,000,000+: Negotiated fee, potentially up to $50,000,000

Other

Account minimum: $100,000 Minimum fee: $1,000 to $25,000 fixed or flat fee, negotiable based on investable assets and complexity Fee-only: Fixed or flat fees ranging from $1,000 to $25,000, negotiable

Location

222 North Meramec Avenue

Clayton, MO 63105-3702

Most active in

Illinois · Missouri

Work history

Asset Planners, Inc.

2016 - Present (10 years)

Buckingham Asset Management, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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