Marco Gamboa
Marco Gamboa is a registered investment advisor at Gamboa Capital Management INC., based in San Antonio, TX, with 27 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. The schedule shown is for equity balanced accounts. Fixed income accounts have lower fees.
Fee Estimator
Location
4435 Naco Perrin, San Antonio, TX, 78233
Get directionsHistory
Regulatory History (2)
Regulatory
December 2007Regulatory
December 2005Other Business Activities
Marco is a member of Proportional Prosperity LLC, which focuses on real property, and Sitterle Gamboa Custom Builders LLC, which focuses on construction. Marco spends the majority of his time on these ventures.
Employment History
Current Registrations
Gamboa Capital Management INC.
Previous Registrations
Gamboa Capital Management INC.
Painewebber IncorporatedBroker
D. H. Blair & CO., INC.Broker
State Registrations1 state
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.