Advisor at Rogue Advisors, LLC
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Firm
Rogue Advisors, LLC
Location
Grants Pass, OR 97526
Credentials
Series 65
Industry experience
4 years
Cameron Marzi is a Series 65-licensed financial advisor with Rogue Advisors, LLC, based in Grants Pass, OR. He has four years of industry experience, including a prior role at DoorDash, and has been with Rogue Advisors since 2021. Outside of his advisory work, Marzi is involved in social media marketing, assisting companies with their marketing efforts on a part-time basis. Rogue Advisors is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and business entities. The firm primarily uses passive, diversified model portfolios composed of index mutual funds and ETFs, and provides a range of fiduciary and participant-level advisory services.
Based on Rogue Advisors, LLC
Flat fees based upon project specifics for advisory or consulting services
Up to $250 per hour for advisory or consulting services
Account minimum: $100,000 Minimum fee: Initial account set-up fee: $125 for the first account, $50 for each additional account; Qualified Plan set-up fees may be higher and negotiated Fee-only: Fee-only investment advice and management; fees negotiated based on account size and complexity; annual asset management fees up to 2% per client account
1246 Ne 7 Th St. Suite B
Grants Pass, OR 97526
Oregon · Texas
Rogue Advisors, LLC
2021 - Present (5 years)
DoorDash
2020 - 2021 (1 year)
Student
2010 - 2020 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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