Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guerra Wealth Advisors provides advisory services on a wrap fee basis, meaning a single fee covers advisory services, financial planning, brokerage transactions, custody, and reporting. The wrap program fees do not exceed 1.75%. Financial planning is offered under a separate agreement and separate fixed fee, starting at $500, depending on complexity. There is no minimum account value to initiate services.
Areas of Practice
Advisor Information
Office location
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173
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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 ActivitiesSells Insurance
Sebastian is a financial advisor with Guerra Financial Group, selling fixed insurance products, dedicating a significant amount of time (over full-time) to this activity. He also holds positions as vice president at Guerra Advisors, Inc., owner of Sebastian Guerra Inc., 6303 Doral LLC, 1053 SW 2 ST LLC, and SG Leasing Inc., spending minimal time on each of these roles.