Advisor at DTM Advisory Group 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
DTM Advisory Group LLC
Location
Neptune, NJ 07753
Credentials
Series 63, Series 65
Industry experience
20 years
Robert Marino is a financial advisor with DTM Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with DTM Advisory Group since 2015. In addition to his advisory role, Marino is independently licensed to sell insurance and annuity products, including Medicare, long-term care, and property and casualty insurance. DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual clients. The firm employs a value-oriented, long-term investment approach that combines fundamental analysis and charting with strategic and tactical asset allocation tailored to clients’ objectives.
Based on DTM Advisory Group LLC
$750 flat fee for initial financial planning consultation
$1,000 - $99,000: 1.25% $99,001 - $250,000: 1.00% $250,001 - $500,000: 0.80% $500,001+: 0.70%
$285/hour for financial planning services after initial consultation
Account minimum: $1,000 Minimum fee: Minimum account size of $1,000 for asset management services; minimum fee of $750 for initial financial planning consultation Fee-only: Financial planning services charged at $750 flat fee for initial consultation plus $285 hourly thereafter
3600 Nj 66, Ste 176
Neptune, NJ 07753
New Jersey · New York
DTM Advisory Group LLC
2017 - Present (9 years)
DTM Advisory Group LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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