Francisco Madariaga is a registered investment advisor at Todo Capital, LLC, based in key biscayne, FL, with 10 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 30 clients with $140M 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 | 1.00% |
Fees vary between 0.50% and 1.50%. Alternatively, ToDo Capital offers investment management services to qualified clients for a performance-based fee in accordance with applicable laws, rules and regulations. Under this arrangement, ToDo Capital charges clients a fee based upon the performance of their accounts (the “performance fee”) in addition to a fee based upon the market value of the assets being managed by ToDo Capital (the “base fee”). The performance fee is equal to 10% of the net performance of a client’s portfolio, and may be subject to a high water mark by which the account exceeds an agreed upon benchmark, such as the LIBOR rate. The base fee varies between 50 and 100 basis points (0.50% – 1.00%), depending upon the size of a client’s portfolio and the type of investment management services rendered.
Fee Estimator
Location
key biscayne, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francisco owns 50% of Ningaloo LLC and acts as a consultant, dedicating about a quarter of his time to monitoring financial markets and analyzing data. He also owns Cobra Latam Debt Inc and is a passive investor in several other entities including Cobra Latam Debt Fund, Cobra Services Management LLC, Dragus Capital LLC, Ansola Madrid Inmobiliaria, and Agesa, dedicating minimal time to these investments.
Employment History
Current Registrations
Todo Capital, LLC
State Registrations1 state
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