Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BigSur's fees are based on a percentage of assets under management or consultation, typically ranging from 0.50% to 1.25% annually, depending on the complexity of the portfolio. They generally require a minimum annual Management/Consultation Fee of $20,000 which applies to the Client’s relationship as a whole and not to each of the Client’s individual legal entities. Lower minimum annual management fees may be accepted and maintained at their discretion. An incentive fee of up to 20% of account performance may also apply. Fees and account minimums are negotiable.
Areas of Practice
Advisor Information
Office location
1441 Brickell Avenue, Suite 1410, Miami, FL, 33131
Get directionsRegulatory History
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 →Other Business Activities
Ignacio is involved in several outside business activities. He co-owns Pakana Holdings LLC, a personal investment vehicle, and Bigsur Advisors Corp, an LLC for ownership in Bigsur Wealth Management; he also serves on the board of overseers at NYU Stern School of Business and on the board of directors for Avespa, a biotech company, spending minimal time on these activities.