Ramon Marquez is a CFP-designated registered investment advisor at Galileo Planning Group, INC, based in Menlo Park, CA, with 17 years of industry experience. Ramon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees are negotiated individually as an annual dollar amount or percentage based on services provided. Customary rates range from 0.25% to 0.35% of advised assets, but actual fees may be higher for smaller accounts or lower (e.g., 0.10%) for larger relationships.
Fee Estimator
Location
4600 Bohannon Drive, Suite 260, Menlo Park, CA, 94025
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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.
Learn about disclosures →Employment History
Current Registrations
Galileo Planning Group, INC
State Registrations3 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.
Exams
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