AC

Andrea Paula Coba

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
28 advisors
Number of Clients
107 clients
Average Client Portfolio
$143.6M average
Assets Under Management
$15.4B

Fee Structure

Financial Plan Fee:$50,000 - $100,000

WE Family Offices primarily uses flat fee compensation arrangements, with a minimum fee of $200,000. These fees range from $250,000 to over $1,000,000 based on net worth. Some clients who signed agreements with predecessor firms pay an annual wealth management fee based on a percentage of assets under advisement (AUA), ranging from 0.45% to 1.50%, decreasing as AUA increases. They also offer wealth diagnostic services for a flat fee of $50,000 to $100,000.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
We Family Offices
August 2025 - Present · 5 mos
Previous Registrations
Seaview Investment Managers LLC
December 2022 - June 2025 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.