Marcos Peixoto is a registered investment advisor at Act Two Investors LLC, based in Westport, CT, with 12 years of industry experience. Marcos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 304 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Act Two Investors charges an annual fee based on the value of your investments.
- For Focused Balanced accounts, the fee is 0.90% per year, with a minimum annual fee of $4,500.
- For Focused Equity accounts, the fee is 1.25% per year, with a minimum annual fee of $6,250.
Fees are typically deducted from client accounts quarterly, in advance.
Location
Westport, CT
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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.
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Marcos provides operational consulting services to Registered Investment Advisory firms through Quartermaster Consulting Services. His primary client is Act Two, and he dedicates no hours to other clients during securities trading hours.
Employment History
Current Registrations
Act Two Investors LLC
Previous Registrations
Mullaney Trust
Niemann Capital Management INC
Scharf Investments
State Registrations2 states
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.