James S. Marroquin, a Certified Financial Planner, has been an independent advisor since 1995. He offers investment advisory services through third-party investment advisors, assisting clients in selecting and monitoring these services based on their risk tolerance, goals, and available assets. Marroquin also provides financial planning services at an hourly rate.
Fee Structure
James S. Marroquin offers investment advice through third-party advisors. Fees for these services are detailed in the third-party advisor's brochures, contracts, and account opening documents. When using these third-party services directly, you won't receive Marroquin's expertise in developing an investment strategy, selecting an advisor, monitoring account performance, and changing providers when needed.