Marcos Chavira is a registered investment advisor at Taxdude Financial Advisor, based in Long Beach, CA, with 24 years of industry experience. Marcos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 6 clients with $20M in assets under 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 $100K | 2.00% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.70% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Long Beach, CA
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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.
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Marcos owns Big Ass Fortune Cookie.com, selling large fortune cookies and dedicating a few hours per week to this venture. He also owns Chavira Accounting and Financial, providing tax preparation and accounting services, taking about half of his time.
Employment History
Current Registrations
Taxdude Financial Advisor
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Raymond James Financial Services, INC.Broker
Waldron & CO., INC.Broker
Tower Equities, INC.Broker
Centaurus Financial, 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.