DZ
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
572 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$741.5M
Fee Structure
Minimum Investment:$250K
Financial Plan Fee:$1,500 - $20,000
Hourly Rate:Up to $400/hr
For Institutional Investment Management, fees are negotiable, with a maximum of 0.750% for the first $25 million, 0.625% for the next $25 million, and 0.500% thereafter. Comprehensive Asset Management has a maximum annual fee of 2.00%, also negotiable. Financial Planning & Consulting is charged hourly (up to $400/hour) or flat fees ($1,500 to $20,000). Retirement Plan Consulting fees will not exceed 1.00% of plan assets.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Miami, FL
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Strategy Asset Managers L.L.C.
April 2025 - Present · 9 mos
Previous Registrations
Panamerican Capital Securities LLCBroker
June 2018 - October 2018 · 4 mos
Mfs Fund Distributors, INC.Broker
October 2004 - March 2005 · 5 mos
Nylife Securities INC.Broker
October 2002 - September 2004 · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.