MC
MC

Marco Julio Fernandez Celorio

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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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.

Learn about disclosures →
Employment History
Current Registrations
Boreal Capital Management LLC
June 2024 - Present · 1 yr 8 mos
Boreal Capital Securities LLCBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.
February 2022 - March 2024 · 2 yrs 1 mo
UBS Financial Services INC.Broker
December 2021 - March 2024 · 2 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.