MR
MR

Marcela Del Pilar Sanchez Rojas

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
124 clients
Average Client Portfolio
$880K average
Assets Under Management
$109.2M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.60%
$100K - $500K1.40%
$500K - $1.0M1.20%
$1M+1.00%

Management fees for accounts over $1,000,000 are negotiable

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1110 Brickell Avenue, Suite 900B, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Davivienda Advisors
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Intercam Advisors, INC.
October 2021 - December 2021 · 2 mos
Intercam Securities, INC.Broker
August 2021 - December 2021 · 4 mos
Amerant Investments, INC.Broker
September 2013 - August 2021 · 7 yrs 11 mos
Global Investor Services, L.C.Broker
June 2010 - January 2012 · 1 yr 7 mos
Skandia Securities Americas, INC.Broker
June 2009 - August 2009 · 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.