Krzysztof Marzec is a registered investment advisor at Trove, LLC, based in Winnetka, IL, with 1 years of industry experience. Krzysztof operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $330K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trove charges fees based on the strategy implemented:
- For the "Protect" strategy (hedging), Trove charges 0.5% of the equity amount hedged.
- For the "Borrow" strategy (financing), Trove charges 1% on the total "box" amount.
If no "Borrow" trade is executed, there is an annual fee of 0.1% of the account balance.
Location
Winnetka, IL
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Regulatory History (1)
Regulatory
October 2016Other Business Activities
Krzysztof owns an investment rental property, is a managing member of Festa, LLC which invests in restaurants, and created the Meegorun app. He also serves as a trustee for a family trust, devoting minimal time to each activity.
Employment History
Current Registrations
Trove, 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.