Marcela Rojas is a registered investment advisor at Davivienda Advisors, based in Miami, FL, with 13 years of industry experience. Marcela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124 clients with $110M 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 $100K | 1.40% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Management fees for assets over $1,000,000 are negotiable.
Fee Estimator
Location
1110 Brickell Avenue, Suite 900B, Miami, FL, 33131
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Davivienda Advisors
Previous Registrations
Intercam Advisors, INC.
Intercam Securities, INC.Broker
Amerant Investments, INC.Broker
Global Investor Services, L.C.Broker
Skandia Securities Americas, INC.Broker
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.