Marcel Quiroga
Marcel Quiroga is a registered investment advisor at Tqm Wealth Partners, based in Marblehead, MA, with 19 years of industry experience. Marcel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 3 more. Their firm serves 65 clients with $120M 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 | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. Firm may recommend third-party investment managers with fees ranging from 0.95% to 1.30%, with TQM receiving a portion ranging from 0.65% to 1.00% for consultation services.
Fee Estimator
Location
122 R Washington St, Marblehead, MA, 01945
Get directionsHistory
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 ActivitiesSells Insurance
Marcel serves as a board of trustees overseer for Salem State University and is the president of The Legacy Dialogues, a non-profit. Marcel is also an independent insurance agent, dedicating about 10-20% of his time to insurance sales and service.
Employment History
Current Registrations
Tqm Wealth Partners
Previous Registrations
Capital Formation Group, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations3 states
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