GV

Gil Blas Montilla Velez

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $300/hr

Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location

1645 Palm Beach Lakes Blvd, Suite 1200, West Palm Beach, FL, 33401

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Regulatory 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.

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Employment History
Current Registrations
Amerity Wealth Management, LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Capital Markets Iq, LLC
November 2017 - February 2024 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2014 - December 2015 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - December 2015 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.