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Marcus Tsukuda

1 Year of Experience
Provo, UT

Marcus Tsukuda is a registered investment advisor at Strategia Investments, LLC, based in Provo, UT, with 1 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fixed annual fee of 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marcus is the co-founder and CEO of Expandable Navigation Technology, allocating a few hours per week to the company and its genealogy platform, RootsView. He also owns UrBrakes, LLC, a vehicle maintenance company that is currently not operational and planned for dissolution by 2024.

Employment History
Current Registrations
Strategia Investments, LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
UT
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.