Marcelo Lima is a registered investment advisor at Galapagos Advisory LLC, based in Miami, FL, with 16 years of industry experience. Marcelo 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 170 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Galapagos Advisory typically charges a percentage of the value of your portfolio each year. This fee is calculated quarterly based on the average month-end values from the previous three months. The fees generally range from 0.5% to 1.5%, but may be negotiable. For smaller accounts, Galapagos may impose a minimum quarterly fee of $785 or negotiate a flat fee. If you invest in funds managed by other Galapagos Group members, the management fees charged to you will typically be reduced by 0.5% per year.
Location
201 S Biscayne Blvd, Suite 1220, Miami, FL, 33131
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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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Marcelo holds a role with Galapagos Advisory LLC as a business developer, focusing on attracting investment advisory clients. He dedicates nearly full-time hours to this role and receives compensation.
Employment History
Current Registrations
Galapagos Advisory LLC
Andbanc Brokerage, LLCBroker
Previous Registrations
Intl Fcstone Financial INC.Broker
Tradewire Securities LLCBroker
Ultralat Capital Markets, INC.Broker
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.