Marcelo Fuenzalida is a registered investment advisor at Bbfn Wealth Management LLC, based in Lexington, KY, with 1 years of industry experience. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable and may be waived or discounted for associates, family members, special circumstances, and pre-existing relationships.
Fee Estimator
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bbfn Wealth Management LLC
State Registrations1 state
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