Edwin Choi is a registered investment advisor at Mariposa Capital Management, LLC, based in Pasadena, CA, with 16 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $18M 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 - $4.0M | 0.63% |
| $4.0M - $16.0M | 0.40% |
| $16M+ | 0.25% |
Fees (including minimums) are negotiable based upon whether you are a new or existing client, the complexity of your situation and the potential for future account deposits and/or advisor services. You can aggregate accounts of household members across both asset management and investment planning services in order to reach a higher total account value and therefore a lower fee level.
Fee Estimator
Location
251 S Lake Ave, Suite 800, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Edwin is the CEO of Capitect, Inc., a company providing online software and automated portfolio management services. He dedicates about half of his time to this role, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Mariposa Capital Management, LLC
Previous Registrations
Mariposa Capital Management, LLC
Mariposa Capital Management, LLC
State Registrations1 state
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