NC
NC

Natalina Circelli

4 Years of Experience
Montreal, Quebec

Natalina Circelli is a registered investment advisor at Rempart Asset Management, based in Montreal, Quebec, with 4 years of industry experience. Natalina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 467 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
467 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$705.2M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Place Ville Marie, Suite 515, Montreal, Quebec, H3B2E7

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Rempart Asset Management
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.