MV
CFA
MV
CFA

Marcelo Vedovatto

7 Years of Experience
Boston, MA

Marcelo Vedovatto is a CFA-designated registered investment advisor at Scs Capital Management LLC, based in Boston, MA, with 7 years of industry experience. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 589 clients with $49B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
589 clients
Average Client Portfolio
$82.6M average
Assets Under Management
$48.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are generally 0.75%, are negotiable, and vary based on assets under management, scope of services, and relationship origins. Family relationships are aggregated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

888 Boylston Street, Suite 1010, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Scs Capital Management LLC
August 2019 - Present · 7 yrs 2 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
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