Marco Berna is a registered investment advisor at Vim Wealth Management, LLC, based in Coral Gables, FL, with 7 years of industry experience. Marco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 107 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIM Wealth Management's fees for managing your investments are calculated as a percentage of the account balance. The exact percentage is negotiated with each client, but it will not exceed 1.75% annually. Fees are charged monthly, based on the account balance at the end of the month.
Location
2332 Galiano St., 2nd Floor, Coral Gables, FL, 33134
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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.
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Marco is a board member for Park Vintage Condo and Casa Italia Miami, a non-profit organization for Italians. He also works as a referral resource for VIM Capital Group, a banking/mortgage company, dedicating a few hours per week.
Employment History
Current Registrations
Vim Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
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.