Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges asset-based fees ranging from 0.25% to 2.00% per year, depending on the assets being managed. For model portfolios, the fee typically ranges from 0.15% to 0.50% per year. Fixed/flat fees or hourly fees are also available. Fees are negotiable and collected monthly in arrears. The firm requires a minimum investment of $250,000 for individual clients and closely held businesses, $5,000,000 for businesses and trusts, and $10,000,000 for institutional clients, but may reduce or waive these requirements at its discretion.
Areas of Practice
Advisor Information
Office location
501 Brickell Key Drive, Suite 509, Miami, FL, 33131
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
Ricardo is a member of MAS Services LLC, providing services for insurance and investment clients, and holds CEO/Director positions in Acadia Life International Limited, Acadia Life Limited, and Acadia Wealth Management LTD. He also provides strategic guidance to Regis Financial Partners, LLC, a national life brokerage organization, and serves on the board of directors for Investors Preferred Life Insurance Company.