Christopher Sousa is a registered investment advisor at Marnoa Private Wealth Counsel LTD., based in Waterloo,Ontario. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 59 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 0.85% |
| $3M+ | 0.75% |
Marnoa may group certain related Client accounts, often known as “householding”, for the purposes of achieving the minimum account size and determining the annualized fee. Fees are negotiable.
Fee Estimator
Location
20 Erb Street West, Suite 1001A, Waterloo,Ontario, N2L1T2
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marnoa Private Wealth Counsel LTD.
State Registrations1 state
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