Marc Damiano is a registered investment advisor at Valorem LLC, based in New York, NY, with 4 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valorem's wealth management fees range from $15,000 to $20,000 annually, paid in advance each quarter. The fee depends on the complexity of services, level of assets managed, and the overall relationship. For investment consulting engagements, Valorem charges an annual asset-based fee of up to 0.50% of the assets under advisement, payable in advance each quarter.
Location
551 Madison Avenue, 12th Floor, New York, NY, 10022
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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
Valorem LLC
Previous Registrations
Lumida Wealth Management LLC
Rock Den Advisors, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 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.