Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
The firm charges an annual management fee between 0.50% and 2% based on assets under management. Fees are negotiable and can be paid in arrears or in advance. Consulting services are also available for a fixed fee, with a minimum hourly rate of $1,000/hour. Clients may terminate their agreements with 30 days' notice, and refunds are provided on a pro-rated basis for fees paid in advance.
Areas of Practice
Advisor Information
Office location
Miami, FL
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 ActivitiesSells Insurance
Alfredo spends about half of his time as a registered representative selling securities and fixed insurance through OIG Wealth Management. He also dedicates nearly full-time hours to investment advisory and portfolio management through Inverluxe Global Asset Management, LLC.