MP
MP

Marisa Ponti

2 Years of Experience
Bellaire, TX

Marisa Ponti is a registered investment advisor at Ridgeback Capital Management, based in Bellaire, TX, with 2 years of industry experience. Marisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 121 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
121 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$185.5M

Fee Structure

Investment management only (planning not offered)

Ridgeback Capital Management's standard advisory fee is typically 1% of assets under management. If Ridgeback uses a sub-advisor, the sub-advisor's fee will be deducted from Ridgeback's fee. For example, if Ridgeback's fee is 1% and the sub-advisor's fee is 0.5%, the client pays 1% total, with each firm receiving 0.5%. Fees may vary and are subject to negotiation.

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Location

6750 West Loop South, Suite 1080, Bellaire, TX, 77401

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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
Ridgeback Capital Management
May 2023 - Present · 3 yrs
State Registrations1 state
TX
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.
Marisa Ponti - Financial Advisor | TrueAdvisor