CH

Carlos Samuel Hermida

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
79 clients
Average Client Portfolio
$624K average
Assets Under Management
$49.3M

Fee Structure

Minimum Investment:$750K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.50%

Fees charged for investment management services are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500 - $12,000

For investment management, you'll pay an annual fee based on the assets managed by Cela Wealth Management. The fee is 1.00% for the first $2,000,000, 0.80% for assets between $2,000,001 and $5,000,000, and 0.50% for assets over $5,000,000. Fees are billed quarterly in arrears. For clients who request advice on assets not managed by Cela Wealth Management, a fixed annual fee is negotiated. One-time and ongoing financial planning services are offered under a fixed fee arrangement, with fees generally ranging from $2,500 to $12,000.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

8950 SW 74th Court, Suite 2213, Miami, FL, 33156

Get directions
Regulatory History (1)
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Financial
June 2024
Final
Employment History
Current Registrations
Cela Wealth Management
May 2013 - Present · 12 yrs 8 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.