Marcelo Mendoza is a registered investment advisor at Central Family Advisors, LLC, based in New York, NY, with 4 years of industry experience. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CENFAM's fees are based on a negotiated fixed fee schedule, not a percentage of assets. The fees are determined by the amount of assets and the level of services provided. Fees are generally charged in advance every quarter. CENFAM may waive, adjust, or rebate fees in certain situations. Account values of family members may be combined to determine the applicable advisory fee. Fees may be reduced for CENFAM's employees and their family-related accounts.
Location
370 Lexington Avenue, Suite 701, New York, NY, 10017
Get directionsHistory
Regulatory 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
Central Family Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.