Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Fees for investment advisory services are based on a percentage of the total assets in the account and are negotiable, ranging from 0.50% to 1.75% annually. A minimum quarterly fee of $500 applies. Flat fee arrangements are also available for administrative services. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Areas of Practice
Advisor Information
Office location
201 S. Biscayne Blvd., Suite 1100, 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
Carlos is the CEO, an investment advisor representative, and a member of the board of managers for Andbanc Advisory LLC. He also serves on the board of directors for Andbanc Brokerage, Andbank Brazil, and the "If You Foundation", dedicating minimal time to the latter.