FR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
76 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$659.6M
Fee Structure
Minimum Investment:$50K
Financial Planning:Investment management only
The annual fee for portfolio management ranges from 0.20% to 2.00% of assets under management, billed quarterly. The advisory fee is negotiable. Investors can terminate the agreement with 45 days' written notice and will be charged a pro-rata fee for services rendered. The firm may combine account values of family members to determine the applicable advisory fee.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Invex Advisors LLC
June 2020 - Present · 5 yrs 7 mos
Invex, LLC.Broker
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Mora Wm SecuritiesBroker
November 2012 - February 2014 · 1 yr 3 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.