Marjorie Carbajal
Marjorie Carbajal is a registered investment advisor at Figtree Financial Advisors, LLC, based in Santa Clara, CA, with 21 years of industry experience. Marjorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 74 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FigTree Financial Advisors charges a percentage of your portfolio each year for asset management services. The maximum annual fee will not exceed 2.00%. The fee is calculated based on the value of your investments at the end of the previous quarter and is billed quarterly in advance. The fees are negotiable.
Location
5201 Great America Parkway, Suite 320, Santa Clara, CA, 95054
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Regulatory History (1)
Criminal
December 2000Employment History
Current Registrations
Figtree Financial Advisors, LLC
Previous Registrations
Prosperity Financial Group, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.