Kristian Marca is a registered investment advisor at Nfj Investment Group, LLC, based in Dallas, TX, with 14 years of industry experience. Kristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 738 clients with $3.4B 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 $25.0M | 0.60% |
| $25.0M - $75.0M | 0.50% |
| $75.0M - $175.0M | 0.40% |
| $175M+ | 0.35% |
Schedule is for Dividend Value and Large-Cap Value strategies. Other strategies have different schedules. Minimum account size is $25 million for all strategies listed.
Fee Estimator
Location
2100 Ross Avenue, Suite 700, Dallas, TX, 75201
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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
Nfj Investment Group, LLC
Vp Distributors LLCBroker
Previous Registrations
Allianz Global Investors U.S. LLC
Allianz Global Investors Distributors LLCBroker
Esposito Securities, LLCBroker
Esposito Partners, LLC
State Registrations2 states
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