ED

Emilia Moreira Dickey

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
78 clients
Average Client Portfolio
$16.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
Minimum Annual Fee:$20,000

BigSur's fees are based on a percentage of assets under management or consultation, typically ranging from 0.50% to 1.25% annually, depending on the complexity of the portfolio. They generally require a minimum annual Management/Consultation Fee of $20,000 which applies to the Client’s relationship as a whole and not to each of the Client’s individual legal entities. Lower minimum annual management fees may be accepted and maintained at their discretion. An incentive fee of up to 20% of account performance may also apply. Fees and account minimums are negotiable.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1441 Brickell Avenue, Suite 1410, Miami, FL, 33131

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Regulatory 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.

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Other Business Activities

Emilia owns EmVest LLC, a personal LLC used only for investment advisory activities through BigSur Partners. The LLC has no other purpose.

Employment History
Current Registrations
Bigsur Partners, LLC
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Morgan Stanley
October 2011 - September 2019 · 7 yrs 11 mos
Morgan Stanley Broker
October 2011 - September 2019 · 7 yrs 11 mos
UBS Financial Services INC.
January 2010 - September 2011 · 1 yr 8 mos
UBS Financial Services INC. Broker
January 2010 - September 2011 · 1 yr 8 mos
UBS International INC.
April 2007 - January 2010 · 2 yrs 9 mos
UBS International INC.Broker
April 2007 - January 2010 · 2 yrs 9 mos
UBS Financial Services INC.
October 2006 - April 2007 · 6 mos
UBS Financial Services INC. Broker
September 2006 - April 2007 · 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.