Martim Quayat is a CFA-designated registered investment advisor at Minnewashta Rio, LLC, based in Shorewood, MN, with 6 years of industry experience. Martim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $49.0M | 0.30% |
| $49M+ | 0.25% |
Fees may be negotiated at our discretion and will vary from client to client based on the assets managed, related accounts, and other services provided as set out in the Investment Advisory Agreement. The fees paid to Minnewashta Rio may be reduced for employee and family members accounts.
Fee Estimator
Location
Shorewood, MN
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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
Minnewashta Rio, LLC
Previous Registrations
Itau International Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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