Mark Kavolius is a registered investment advisor at Ducenta Squared Asset Management, based in El Segundo, CA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 467 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ducenta Squared Asset Management charges a percentage of your portfolio each year, up to 0.55%. The exact fee is negotiable and depends on the investment strategy, the type of account, the size of your account, and the services provided. There are minimum account sizes that vary depending on the strategy, and private wealth strategies have minimum annual fees of $2,500 to $3,000.
Location
2240 E. Maple Ave, El Segundo, CA, 90245
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
Ducenta Squared Asset Management
Previous Registrations
Tortoise Credit Strategies, LLC
Bradford & Marzec, LLC
Stonebridge Advisors LLC
Dreyfus Service Corporation
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.