AL

Andre Corsini Leao

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
240 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$447.0M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$3,750
Hourly Rate:$500/hr

Fees for discretionary accounts generally range from 1.50% to 2.50% per year, with a minimum of $3,750 per quarter. Non-discretionary accounts start at 1.50% per year, with a minimum of $1,250 per quarter. Hourly fees for non-discretionary accounts are $500 per hour. Portfolio consolidation services range from $1,000 to $5,000 per month, plus a one-time setup fee of $3,000 to $5,000. All fees are subject to negotiation.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1450 Brickell Ave, Suite 2610, 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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Employment History
Current Registrations
Sanctuary Securities, INC.
November 2021 - Present · 4 yrs 2 mos
Sanctuary Securities, INC.Broker
November 2021 - Present · 4 yrs 2 mos
Azimut Genesis Advisors
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Azg Capital
December 2020 - December 2024 · 4 yrs
Genesis Fund Management LLC
December 2020 - December 2021 · 1 yr
Credit Agricole Securities (usa) INC.Broker
August 2019 - October 2020 · 1 yr 2 mos
Sg Americas Securities, LLCBroker
June 2013 - July 2019 · 6 yrs 1 mo
Sg Americas Securities, LLCBroker
February 2010 - January 2012 · 1 yr 11 mos
Ropemaker Capital, LLCBroker
February 2010 - February 2010 · 0 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.