Fees for managed accounts, I-maps, and third-party manager accounts range from 0.40% to 2.50% annually, based on assets under management. I-maps have fees between 0.25% and 0.50% annually, plus an additional fee ranging between 1% to 2% depending on the strategy. Consulting services can be charged as a percentage of assets or a flat fee. Platform fees are also charged, ranging from 3 to 5 bps. All fees are negotiable. Clients may pay more or less than similar clients depending on circumstances.
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsAngel is the president and owner of Le Printemps Florist, and also owns Colina Wealth Management LLC for business expenses. Additionally, Angel owns and rents out two properties, and is dually registered with Insigneo Advisory Services as an investment advisor since February 2023.