Marcado Asset Management LLC

Marcado Asset Management LLC, based in San Antonio, Texas, is a registered investment adviser established in 2017. The firm specializes in providing retirement plan consulting and fiduciary services to employer-sponsored and qualified plans. Services offered include administrative support, service provider support, investment monitoring support, participant services, and non-discretionary fiduciary services. The firm may also provide discretionary fiduciary services, such as managing trust funds and selecting third-party advisors. Marcado Asset Management primarily utilizes fundamental and cyclical analysis in its investment advice, focusing on long-term and short-term purchases. The firm's fees for Retirement Plan Services are negotiable, with a maximum hourly fee of $350 and a maximum fixed fee of $50,000 annually, not exceeding 2.5% of plan assets. The firm does not accept performance-based fees and serves clients without a minimum asset requirement. Marcado Asset Management does not have a history of legal or disciplinary events and maintains a Code of Ethics to address conduct related to fiduciary duty, personal securities transactions, and conflicts of interest. The firm does not receive compensation for client referrals and does not have physical custody over client funds or securities. Clients' funds and securities are held with independent custodians, and the firm may deduct advisory fees directly from client accounts. Marcado Asset Management does not have financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.