Marilo Gonzalez is a registered investment advisor at Lifeinvest Wealth Management, LTD, based in Caracas, with 7 years of industry experience. Marilo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 366 clients with $450M 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 $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Location
Av Francisco Miranda Edf Mene Grande P14, Los Palos Grandes, Caracas, 1060
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 →Other Business Activities
Marilo is a Senior Investment Advisor at Kapital Consultores, a wealth management company in Venezuela, dedicating about half of her time to this role. She also holds director/secretary positions at Inversiones Romero Fernandez and Banam Inc, and volunteers for Vintage Funda Procura, spending minimal time on each of these activities.
Employment History
Current Registrations
Lifeinvest Wealth Management, LTD
Previous Registrations
Portfolio Resources Advisor Group, INC.
State Registrations3 states
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.