Cameron Marzi is a registered investment advisor at Rogue Advisors, LLC, based in Grants Pass, OR, with 4 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Rogue Advisors manages investment accounts for a fee based on a percentage of the assets they manage. The exact fee is negotiable and will be defined in your Investment Advisory Agreement. The annual fee will not exceed 2% of your account value. Fees are calculated at the end of each billing period (monthly or quarterly) and are paid after the period is over. For most accounts, fees are based on the average daily balance. For held-away accounts, fees are based on the balance at the end of the billing period.
Location
1246 NE 7th St. Suite B, Grants Pass, OR, 97526
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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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Cameron is self-employed as a social media marketing consultant since June 2023. This takes minimal time.
Employment History
Current Registrations
Rogue Advisors, LLC
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.