MS
ChFC

Markell Anthony Staffieri

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Markell is an executor for the Patterson family, sits on the board of directors for two foundations, and is treasurer for both Special Operations Wounded Warriors and Four Peaks Little League. Markell is also CEO, owner, and financial advisor at Empire Wealth Advisors Inc and a member of Six Peak Capital Management, LLC, dedicating minimal time to the latter two.

Employment History
Current Registrations
Rovin Capital
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - May 2017 · 4 yrs 10 mos
First Allied Securities, INC.
March 2010 - July 2012 · 2 yrs 4 mos
First Allied Securities, INC.Broker
November 2009 - May 2017 · 7 yrs 6 mos
Lincoln Financial Securities CorporationBroker
January 2009 - November 2009 · 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Markell Anthony Staffieri - Financial Advisor | AdvisorDiscover