Advisor at McMillan Analysis Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McMillan Analysis Corporation
Location
Randolph, NJ
Credentials
Series 65
Industry experience
3 years
Marc Maricondo is a financial advisor at McMillan Analysis Corporation with a Series 65 credential and three years of industry experience. He has previously worked at Howard and Capstone Research. McMillan Analysis Corporation advises individuals, banks, investment companies, trusts, and other advisers, focusing on discretionary portfolio management using option-based strategies. The firm combines active options-focused asset management with commercial publishing and data services, including subscription newsletters, seminars, and software products.
Based on McMillan Analysis Corporation
Based on McMillan Analysis Corporation
$0 - $300,000: 3.00% annually $300,001+: 2.50% annually
Consulting services: $400/hour; Expert witness services: $300/hour (preparation), $500/hour (trial/hearing appearance)
20% of net profits with a minimum annual fee of 1% of year-end net asset value for qualified clients
The Option Strategist: $345/year; The Daily Strategist: $3,000/year or $395/month; Daily Volume Alerts: $1,495/year or $199/month; The Strategy Zone data service: $195/year or $25/month; Option Work Bench: $594/year or $34.95/month; Put-call ratio charts via email: $80/year
Account minimum: $100,000 Fee-only: Traditional asset management fees based on assets under management; consulting and expert witness services charged hourly; subscription fees for newsletters and data services; seminar fees.
Randolph, NJ
New Jersey
McMillan Analysis Corporation
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Howard
2018 - 2020 (2 years)
Unemployed
2017 - 2018 (1 year)
Capstone Research
2005 - 2017 (12 years)
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