Marco Mendoza is a registered investment advisor at Ifc Advisors LLC, based in Los Angeles, CA, with 27 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 213 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFC Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.10% to 1.75%. The firm may negotiate the annual fee based on certain criteria. The fees are billed in advance each calendar quarter based on the market value of the account at the end of the quarter.
Location
11601 Wilshire Blvd, Suite 1725, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2012Customer Dispute
July 2009Customer Dispute
November 2005Criminal
August 1991Other Business Activities
Marco owns rental property in Boise, ID since 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Ifc Advisors LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo 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.