OC

Oliviana Catrone

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
17 advisors
Number of Clients
705 clients
Average Client Portfolio
$976K average
Assets Under Management
$688.2M

Fee Structure

Minimum Investment:$200K

AMTI charges an annual advisory fee of up to 1.75%, calculated on average daily balances and billed quarterly. Fees are negotiable based on assets invested. Clients utilizing the UMA platform may incur additional sub-advisor fees. A 1% account setup recovery fee applies to withdrawals within the first 12 months. Execution charges are temporarily waived, but other brokerage-related fees may apply. AMTI may receive compensation from fund sponsors, creating a potential conflict of interest. A 0.50% annual fee will be charged quarterly in arrears 12 months after the account has been funded with the minimum deposit requirement.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

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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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Employment History
Current Registrations
Amerant Investments, INC.
October 2024 - Present · 1 yr 3 mos
Amerant Investments, INC. Broker
September 2024 - Present · 1 yr 4 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2023 - September 2024 · 1 yr 8 mos
J.P. Morgan Securities LLC Broker
September 2022 - September 2024 · 2 yrs
LPL Financial LLC Broker
April 2016 - August 2022 · 6 yrs 4 mos
Suntrust Investment Services, INC.Broker
October 2013 - March 2016 · 2 yrs 5 mos
Key Investment Services LLC Broker
October 2010 - February 2013 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
November 2009 - November 2010 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Oliviana Catrone - Financial Advisor | AdvisorDiscover