Marco SA is a CFA-designated registered investment advisor at Transparenza Advisors LLC, based in Miami, FL, with 25 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. Their firm serves 5 clients with $13M 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 | 1.00% |
Annual investment management fees up to 1.5% are generally negotiable depending on the specific nature of services rendered, portfolio size, investment objectives, strategy employed, the complexity of a Client's investment management needs and whether our involvement is actively managing assets or simply passive reporting of holdings. Subject to a minimum management fee per quarter of $2,500. In some cases, by agreement with the Client, Transparenza Advisors will charge an annual investment management fee based on the Client’s assets under management at a reduced rate up to 1% p.a. (such rates may be negotiated), plus a performance-based fee.
Fee Estimator
Location
1395 Brickell Avenue, Suite 800, Miami, FL, 33131
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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
Transparenza Advisors LLC
Previous Registrations
Banco Do Brasil Securities LLC
Banco Do Brasil Securities LLCBroker
Credit Agricole Securities (USA) INC.Broker
Calyon Securities (USA) INCBroker
Fleet Securities, INC.Broker
Fleetboston Robertson Stephens INC.Broker
Fibra 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.