IH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
164 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$859.2M
Fee Structure
Minimum Investment:$5M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$10,000 - $100,000
Wealth management fees are based on the average daily balance of assets under management and range from 0.20% to 1.00% annually. Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000. Fees may be negotiable. Advisory-only investment services may be charged a fixed asset-based fee ranging from 0.20% – 1.00%.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180
Get directionsRegulatory 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
July 2009Settled
Employment History
Current Registrations
Omnia Family Wealth, LLC
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - July 2023 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - September 2015 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2009 - September 2015 · 6 yrs 5 mos
UBS Financial Services INC.
January 1998 - May 2009 · 11 yrs 4 mos
UBS Financial Services INC. Broker
January 1998 - May 2009 · 11 yrs 4 mos
J. B. Hanauer & CO.Broker
July 1995 - January 1998 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.