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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fees may apply to some clients depending on assets under management.
Fee Estimator
Investment supervisory fees are based on assets under management, ranging from 1.50% on the first $1,000,000 to 1.00% on assets above $5,000,000. These fees are negotiable. Financial planning fees are between $350 per hour, and flat fee arrangements can be negotiated, with a minimum of ten hours required for a comprehensive plan. Clients are responsible for third-party fees such as custodian and brokerage fees. Minimum fees may apply to some clients depending on assets under management.
Areas of Practice
Advisor Information
Office location
95 Merrick Way, Suite 450, Coral Gables, FL, 33134
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 Activities
Alfonso is a property manager for real estate companies since 2010, dealing with tenants, brokers, and insurance companies. This activity takes about a quarter of Alfonso's time and is not investment-related.