Marvin Lahoud is a registered investment advisor at Marvin Capital, based in Boston, MA, with 3 years of industry experience. Marvin 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 12 clients with $2.7M 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 advisory fee schedule is negotiable; certain clients pay reduced or no fee. For qualified clients, Marvin Capital may also charge a performance fee of 20% of net profits.
Fee Estimator
Location
Boston, MA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2023Other Business Activities
Marvin is a General Manager and Partner at Tocci Building Corporation since 2017, dedicating a significant portion of his time to this role. He also serves as President of the Suzie and Marvin Lahoud Foundation, spending minimal time overseeing the organization and making donations.
Employment History
Current Registrations
Marvin Capital
Previous Registrations
Marvin Capital
State Registrations1 state
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.