Marco Moreno is a registered investment advisor at Boreal Capital Management LLC, based in Miami, FL, with 24 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 719 clients with $1.8B 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2900, 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 →Other Business Activities
Marco is a limited partner and passive investor in China Investment Venture since 2010, allocating no time to this activity. He is also an appointed successor trustee for a firm customer account, Gerhard Kuti, receiving no additional compensation and devoting no time to this activity.
Employment History
Current Registrations
Boreal Capital Management LLC
Boreal Capital Securities LLCBroker
Previous Registrations
Beta Capital Management, L.P.Broker
Standard New York Securities, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations7 states
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