VA

Vicente Alexander Ferrera Azarak

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
172 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$181.2M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+0.75%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $500/hr

AIS typically charges an annual management fee ranging from 0.75% to 2.00% of the account's net asset value, and all fees are negotiable. The fee is based on the total assets in the account. Clients may pay higher fees for securities purchased on margin. Refunds are given on a prorated basis if the agreement is terminated early. After termination, standard hourly consulting fees of $500/hr apply for additional requests. The minimum account size is generally $1,000,000, but lesser amounts may be accepted at the Adviser's discretion.

Areas of Practice
Investment ManagementEstate PlanningHigh Net Worth
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Advisor Information

Office location

1200 Brickell Avenue, Suite 250, Miami, FL, 33131

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
Other Business Activities

Vicente is involved with several entities, including AIS Securities, LLC, Advisory Investor Services, Eagle Run Investments, LLC, Eagle Run Office LLC, 1250 250 Equity Property, LLC, and Victory Ahead (Foundation). He dedicates a significant amount of time to Advisory Investor Services (about full-time) and minimal time to the other entities.

Employment History
Current Registrations
Miura Capital, LLCBroker
November 2017 - Present · 8 yrs 2 mos
Advisory Investor Services LLC
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Miura Investment Advisors, INC
August 2018 - April 2021 · 2 yrs 8 mos
Hb Asset Management, L.C.
August 2011 - July 2017 · 5 yrs 11 mos
Insigneo Securities, LLCBroker
April 2011 - November 2017 · 6 yrs 7 mos
Northeast Asset Management, INC.
September 2009 - May 2011 · 1 yr 8 mos
Northeast Securities, INC.Broker
July 2009 - May 2011 · 1 yr 10 mos
Wells Fargo Advisors, LLC
July 2003 - July 2009 · 6 yrs
Wells Fargo Advisors, LLC Broker
July 2003 - July 2009 · 6 yrs
Prudential Securities Incorporated
April 2002 - July 2003 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
April 2002 - July 2003 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
January 2001 - January 2002 · 1 yr
State Registrations5 states
CAFLNYORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Vicente Alexander Ferrera Azarak - Financial Advisor | AdvisorDiscover