Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
172 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$181.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+0.75%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $500/hr

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
Investment ManagementEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

1395 Brickell Avenue, Suite 1560, Miami, FL, 33131

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Settled
Other Business Activities

Maria owns rental property and is an investment advisor with Investor Advisory Services, spending nearly full-time servicing clients. She also manages MFT Investgroup LLC for personal accounting and Mafern LLC for personal real estate investment, dedicating no time to these activities.

Employment History
Current Registrations
Advisory Investor Services LLC
July 2021 - Present · 4 yrs 6 mos
Miura Capital, LLCBroker
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2000 - June 2021 · 20 yrs 8 mos
Wells Fargo Clearing Services, LLC Broker
October 2000 - June 2021 · 20 yrs 8 mos
First Union Brokerage Services, INC.Broker
November 1993 - October 2000 · 6 yrs 11 mos
State Registrations3 states
FLMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.