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Maurizio Manzati

Advisor at Golden Eagle Capital Advisors, Inc.

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Credentials

Series 63, Series 65

Experience

7 years

Location

Remote

Golden Eagle Capital Advisors, Inc. logo

Golden Eagle Capital Advisors, Inc.

Team

Total advisors

5

Across 4 offices

Clients per advisor

3 Very Low

Avg AUM per client

$451,578 Very Low

HNW client ratio

88% Very High

About

Maurizio Manzati is an advisor at Golden Eagle Capital Advisors, Inc. with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Golden Eagle Capital Advisors since 2015 and concurrently holds a managing director role at Emintad LLC, an investment-related firm based in Dubai that he owns. Golden Eagle Capital Advisors is an SEC-registered investment adviser serving individuals, trusts, estates, qualified plans, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and fiduciary services, utilizing fundamental and technical analysis, manager due diligence, and periodic portfolio reviews.

Client services

Based on Golden Eagle Capital Advisors, Inc.

Financial planning Portfolio management Pension consulting Administrative agent

Expertise

Based on Golden Eagle Capital Advisors, Inc.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Golden Eagle Capital Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees negotiated based on scope of work; must be agreed in advance

Percentage

$0 - $500,000: 1.00% $500,001+: 0.80%

Project-based

$400/hour for Senior Investment Advisor Representative, $275/hour for Investment Advisor Representative, $150/hour for Administrative Support

Performance-based

20% performance fee on Discretionary Managed Portfolios, varying by portfolio type

Other

Account minimum: $75,000 Fee-only: Annual asset management fees charged quarterly, ranging from 0.15% to 2%

Most active in

District of Columbia

Work history

7 years of industry experience

First Florida Securities Inc

2022 - Present • 4 years

Aurora, CO

Spencer Clarke LLC

2022 - Present • 4 years

Miami, FL

Golden Eagle Capital Advisors

2015 - Present • 11 years

New York, NY

Emintad LLC

2006 - Present • 20 years

Dubai

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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