Mark Scalzo is a registered investment advisor at Validex Global Investing, based in San Diego, CA, with 22 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 8 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Validex Global Investing's fees for separately managed accounts for private clients are either 1.25% of your portfolio or a negotiated rate. Alternatively, clients can opt for a performance-based fee of 0.70% of your portfolio plus 20% of gains exceeding an annual hurdle.
For institutional investors, fees for separately managed accounts vary by strategy and are negotiable for amounts over $100 million. There is a $100,000 minimum annual fee.
Location
444 W C Street, Suite 300, San Diego, CA, 92101
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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 →Employment History
Current Registrations
Validex Global Investing
Previous Registrations
Pinhook Capital, LLC
Lucia Securities, LLCBroker
Concert Wealth Management
Aletheia Securities, INC.,Broker
Putnam Lovell Nbf Securities 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.