Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Fee Estimator
AIS typically charges an annual management fee ranging from 0.75% to 2.00% of the account's net asset value, and all fees are negotiable. The fee is based on the total assets in the account. Clients may pay higher fees for securities purchased on margin. Refunds are given on a prorated basis if the agreement is terminated early. After termination, standard hourly consulting fees of $500/hr apply for additional requests. The minimum account size is generally $1,000,000, but lesser amounts may be accepted at the Adviser's discretion.
Areas of Practice
Advisor Information
Office location
1200 Brickell Avenue, Suite 250, Miami, FL, 33131
Get directionsRegulatory History (2)
Customer Dispute
November 2020Customer Dispute
December 2008Other Business Activities
Luis is a portfolio advisor for Advisory Investor Services, dedicating about 10-20% of his time. He also manages Visarca LLC for personal accounting purposes and Green Ocho Investments LLC for investment and real estate, spending minimal time on the latter.