SC

Stephanie Cordeiro Cesar

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
240 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$447.0M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$3,750
Hourly Rate:$500/hr

Fees for discretionary accounts generally range from 1.50% to 2.50% per year, with a minimum of $3,750 per quarter. Non-discretionary accounts start at 1.50% per year, with a minimum of $1,250 per quarter. Hourly fees for non-discretionary accounts are $500 per hour. Portfolio consolidation services range from $1,000 to $5,000 per month, plus a one-time setup fee of $3,000 to $5,000. All fees are subject to negotiation.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1450 Brickell Ave, Suite 2610, Miami, FL, 33131

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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
Sanctuary Securities, INC.Broker
June 2024 - Present · 1 yr 7 mos
Azimut Genesis Advisors
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Citigroup Global Markets INC.
November 2019 - January 2024 · 4 yrs 2 mos
Citigroup Global Markets INC. Broker
November 2019 - January 2024 · 4 yrs 2 mos
UBS Financial Services INC.
January 2016 - November 2019 · 3 yrs 10 mos
UBS Financial Services INC. Broker
November 2015 - November 2019 · 4 yrs
Aegis Capital CORP. Broker
September 2015 - October 2015 · 1 mo
Efg Capital Advisors INC.
June 2015 - June 2015 · 0 mos
Efg Capital InternationalBroker
March 2014 - June 2015 · 1 yr 3 mos
State Registrations3 states
CAFLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.