Jeffrey Lamarca
Jeffrey Lamarca is a CFA-designated registered investment advisor at Marcellus Capital Management, LLC, based in Skaneateles, NY, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $23M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Some clients pay a performance fee instead of a management fee. The performance fee is 25% of the investment return that exceeds a hurdle amount.
Fee Estimator
Location
3460 County Line Rd, Suite A, Skaneateles, NY, 13152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marcellus Capital Management, LLC
State Registrations1 state
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