DM

Daisy Miriam De La Torre Montoya

12 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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2020
Customer Dispute
April 2016
Settled
Other Business Activities

Daisy is the manager of Montoya Investments Orlando LLC (since 2022) and 2448 Reading LLC (since 2024), both created to hold real estate property. She will receive rental income from these investment properties and will not dedicate time during securities trading hours to this activity.

Employment History
Current Registrations
Amerant Investments, INC.
January 2022 - Present · 4 yrs
Amerant Investments, INC. Broker
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2014 - August 2020 · 5 yrs 10 mos
Citigroup Global Markets INC. Broker
October 2014 - August 2020 · 5 yrs 10 mos
Espirito Santo Investment Advisors, INC.
August 2013 - October 2014 · 1 yr 2 mos
E.S. Financial Services, INC.Broker
August 2011 - October 2014 · 3 yrs 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daisy Miriam De La Torre Montoya - Financial Advisor | AdvisorDiscover