Claudia Maria De La Paz Batlle
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are based on a percentage of assets under management, ranging from 2.00%-2.50% for accounts below $100,000 to 0.75%-1.25% for accounts above $1,000,000. Financial planning fees range from $2,000 to $5,000, or $250 per hour, and are negotiable. The firm requires a minimum of $100,000 to open and maintain an advisory account and charges a minimum annual fee of 0.75%. Note: This firm's brochure lists fee ranges instead of fixed rates. The fee will vary within the ranges shown in the table.
Areas of Practice
Advisor Information
Office location
1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131
Get directionsRegulatory History
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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Claudia is the CEO and partner of FPMI LLC, offering financial planning workshops, and the founder and CIO of Seaview Investment Managers. She also dedicates time to VectorGlobal IAG as a Family Office Principal & Asset Management Director, and to Seaview Farm LLC and Fundacion Manos del Sur.