Marcos Alvaro is a registered investment advisor at Harbor Hills Financial Advisors, based in Montecito, CA, with 12 years of industry experience. Marcos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 1.50% of assets under management plus 15.00% of capital appreciation.
Fee Estimator
Location
1485 East Valley Road Suite 2, Montecito, CA, 93111
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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 →Other Business Activities
Marcos is the owner/officer and President/CEO/Owner/Operator of Junior Varsity Naturals, Inc. since 2011, which manufactures and sells natural cosmetics for kids via online channels, dedicating a few hours per week to this venture.
Employment History
Current Registrations
Harbor Hills Financial Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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