AM

Antonio Oliveira Moura

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500

The firm charges an annual management or advisory fee, ranging from 0.50% to 2.00% of assets under management, subject to a minimum quarterly fee of $500. Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%. Flat fee arrangements are also available for administrative services. Clients may pay more or less than similar clients depending on their circumstances.

Areas of Practice
Investment ManagementEstate Planning
Loading...

Advisor Information

Office location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

Get directions
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
July 2006
Settled
Other Business Activities

Antonio owns Dragao Corporation, an S-Corporation holding investment property in Miami Beach, FL, but dedicates no time to it. He also observes Central America Bottling Corp board meetings, spending minimal time, and has personal investments in pre-IPO companies through Equityzen.

Employment History
Current Registrations
Boreal Capital Management LLC
June 2021 - Present · 4 yrs 7 mos
Boreal Capital Securities LLCBroker
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Efg Asset Management (americas) CORP.
December 2019 - January 2021 · 1 yr 1 mo
Efg Capital Advisors INC.
July 2016 - February 2019 · 2 yrs 7 mos
Efg Capital Advisors LLC
September 2011 - November 2014 · 3 yrs 2 mos
Efg Capital InternationalBroker
August 2005 - August 2020 · 15 yrs
E.S. Financial Services, INC.Broker
February 2002 - January 2005 · 2 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.