Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable depending upon circumstances.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management. For Wealth Management services, there is an initial engagement fee of $2,000 upon execution of the agreement and $2,000 on the delivery of the Investment Policy. This initial fee is credited against future billings if EKF is selected to implement the IPS. The minimum portfolio size for Wealth Management Services is $1,000,000, but this is negotiable under special circumstances. Consulting fees range from 0.15% to 0.35% with a minimum annual fee of $20,000. Hourly planning engagements range from $200 to $600 per hour.
Areas of Practice
Advisor Information
Office location
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
Get directionsRegulatory History
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
Marcos is a founding member of YMCA Young Professionals, dedicating minimal time. He also sells life insurance through various providers, dedicating a few hours per week.