Marcelo Zinn is a registered investment advisor at Maredin Wealth Advisors, based in Miami, FL, with 14 years of industry experience. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 22 clients with $16M 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 $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcelo is the CEO of World Freight Rates, LLC, Aschur Group, LLC, and Maredin Group, LLC, all providing information or consulting services. He is also a partner at Welch-Zinn Holdco, LLC, a holding company.
Employment History
Current Registrations
Maredin Wealth Advisors
Previous Registrations
Maredin Asset Management
State Registrations1 state
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