Marcelo Nasser is a registered investment advisor at Galapagos Advisory LLC, based in Miami, FL. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 170 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Galapagos Advisory typically charges a percentage of the value of your portfolio each year. This fee is calculated quarterly based on the average month-end values from the previous three months. The fees generally range from 0.5% to 1.5%, but may be negotiable. For smaller accounts, Galapagos may impose a minimum quarterly fee of $785 or negotiate a flat fee. If you invest in funds managed by other Galapagos Group members, the management fees charged to you will typically be reduced by 0.5% per year.
Location
201 S Biscayne Blvd, Suite 1220, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Galapagos Advisory LLC
State Registrations1 state
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