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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
All fees are negotiable.
Fee Estimator
Fees for Family Office Services and Family Wealth Consultation are based on a percentage of assets under management, generally ranging between 0.25% and 1.00%, and are negotiable. Performance-based fees can also be negotiated, based on a percentage of assets under management (0.25%-0.50% annually) plus 10% of net return over 3 month LIBOR. Investment Management Services fees are negotiated individually and can vary based on factors like account size and service level. Fees are billed monthly or quarterly in arrears. The firm requires a minimum investment of $1,000,000 to participate in the All-In Fee program.
Areas of Practice
Advisor Information
Office location
Weston, 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 Activities
Carlos works as an investor for Banco Itau International, advising clients on various financial instruments. He dedicates a few hours per week to this activity during normal business hours.