AM

Annette Marie Manon

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500

The firm charges an annual management or advisory fee, ranging from 0.50% to 2.00% of assets under management, subject to a minimum quarterly fee of $500. Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%. Flat fee arrangements are also available for administrative services. Clients may pay more or less than similar clients depending on their circumstances.

Areas of Practice
Investment ManagementEstate Planning
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Advisor Information

Office location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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Regulatory History (3)
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Regulatory
August 2013
Final
Employment Separation After Allegations
August 2012
Customer Dispute
July 2002
Settled
Other Business Activities

Annette is associated with Boreal Capital Management, LLC, a registered investment advisor. She is also a shareholder in four holding companies for real estate property in the Dominican Republic, part of her family wealth, and dedicates no time to these companies.

Employment History
Current Registrations
Boreal Capital Management LLC
August 2013 - Present · 12 yrs 5 mos
Boreal Capital Securities LLC
December 2012 - Present · 13 yrs 1 mo
Boreal Capital Securities LLCBroker
December 2012 - Present · 13 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2003 - August 2012 · 8 yrs 8 mos
LPL Financial LLC Broker
November 2003 - August 2012 · 8 yrs 9 mos
Riggs Securities INC.
December 2002 - November 2003 · 11 mos
Riggs Securities INC.Broker
December 2002 - November 2003 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 1997 - August 2002 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 1997 - August 2002 · 4 yrs 9 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Annette Marie Manon - Financial Advisor | AdvisorDiscover