Felipe Mardakis
Felipe Mardakis is a registered investment advisor at Proxy Wealth Advisors LLC, based in Orlando, FL, with 1 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 614 clients with $83M 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% |
Management fees are up to 2% and are negotiated at the firm's sole discretion based on account size, strategy, and complexity. An additional 0.30% platform fee may be added when using specific software.
Fee Estimator
Location
Orlando, FL
Get directionsHistory
Regulatory History (1)
Criminal
July 2006Other Business Activities
Felipe is the CEO and founder of Mestral Advisors, a business and management consulting firm, and a real estate agent at Okkla Realty. He spends about half his time on consulting and a few hours per week as a real estate agent.
Employment History
Current Registrations
Proxy Wealth Advisors LLC
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.
Exams
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