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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
The firm charges an annual management or advisory fee, ranging from 0.50% to 2.00% of assets under management, subject to a minimum quarterly fee of $500. Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%. Flat fee arrangements are also available for administrative services. Clients may pay more or less than similar clients depending on their circumstances.
Areas of Practice
Advisor Information
Office location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
Get directionsRegulatory History (1)
Employment Separation After Allegations
February 2014Other Business Activities
Antonio is dually registered with Boreal Capital Management, LLC, spending a few hours per week seeking clients and building AUM. He is also a board member of Gazul S.L., owned by Alejandro Sanz, and the sole owner of FIOFIO & KOLEKAME Corp., created to manage his income and expenses, dedicating about 10-20% of his time to this corporation.