Marcelo Cabral
Marcelo Cabral is a registered investment advisor at Stratton Capital Investment Advisory LLC, based in New York, NY, with 6 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 663 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees range from 0.01% to 1.50% based on asset level, complexity, and overall relationship. Fees are negotiable at the firm's discretion. Accredited clients may alternatively be subject to performance-based fees.
Fee Estimator
Location
430 Park Avenue, New York, NY, 10022
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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 →Other Business Activities
Marcelo is an International Investment Advisor & U.S. Representative for Somma Investimentos, an asset management firm in Brazil. He participates in the firm's investment committee, advises on international investments, and acts as the firm's representative in the USA, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Stratton Capital Investment Advisory 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.
Exams
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