Marcus Filho is a registered investment advisor at Focus Investment Advisors, LLC, based in Miami, FL. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Investment Advisors manages your investments for a fee based on a percentage of your assets. The annual fee ranges from 0.30% to 2.00% for discretionary accounts and 0.10% to 2.00% for non-discretionary accounts. The exact fee is negotiable. This fee covers all assets, including cash. They may also recommend third-party money managers, whose fees are separate.
Location
40 SW 13th Street, Suite 201, Miami, FL, 33130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Investment Advisors, LLC
State Registrations1 state
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