Angelo Martorell is a CFA-designated registered investment advisor at Martorell Capital Partners, LLC, based in Greenwich, CT, with 9 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $19M 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 | 2.00% |
The firm charges an annual management fee of 2% of assets under management and fees from profits from each account equal to 20% of the net appreciation of the investment of each account at the end of every quarter to qualified investors. The fee may be negotiable at Martorell Capital Partners’ discretion.
Fee Estimator
Location
48 Maple Avenue, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Martorell Capital Partners, LLC
State Registrations2 states
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