Pedro Ribeiro
Pedro Ribeiro is a registered investment advisor at Marnoa Private Wealth Counsel LTD., based in Waterloo,Ontario, with 10 years of industry experience. Pedro 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 59 clients with $19M in assets under 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 - $3.0M | 0.85% |
| $3M+ | 0.75% |
Marnoa may group certain related Client accounts, often known as “householding”, for the purposes of achieving the minimum account size and determining the annualized fee. Fees are negotiable.
Fee Estimator
Location
20 Erb Street West, Suite 1001A, Waterloo,Ontario, N2L1T2
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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 ActivitiesSells Insurance
Pedro is a full-time financial advisor with Raymond James LTD and has been since 2015. He also dedicates minimal time to Raymond James Financial Planning LTD for life insurance sales and financial planning, and is a shareholder in a construction company (inherited). Pedro also volunteers on the Investment Committee for Cambridge & North Dumfries Community Foundation.
Employment History
Current Registrations
Marnoa Private Wealth Counsel LTD.
Previous Registrations
Raymond James (USA) LTD
Raymond James (USA) LTD.Broker
State Registrations1 state
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