EU
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.
Areas of Practice
Investment Management
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Advisor Information
Office location
1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Vectorglobal Iag, INC.
July 2009 - Present · 16 yrs 6 mos
Vectorglobal WmgBroker
April 2009 - Present · 16 yrs 9 mos
Previous Registrations
Vectorglobal Iag, INC.
July 2009 - December 2014 · 5 yrs 5 mos
Stanford Group Company
July 2006 - March 2009 · 2 yrs 8 mos
Stanford Group CompanyBroker
January 2005 - March 2009 · 4 yrs 2 mos
Lehman Brothers INC.Broker
November 1997 - January 2005 · 7 yrs 2 mos
Sterling Financial Investment GroupBroker
November 1996 - November 1997 · 1 yr
Goldman, Sachs & CO. Broker
August 1993 - May 1996 · 2 yrs 9 mos
State Registrations9 states
CADEFLILMANCNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.