Carlos Alberto Machado

Harbor Ithaka

10 Years of Experience

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Firm Information

Harbor Ithaka

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

42 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$159.6M

Fee Structure

This firm does not provide a fee schedule. Contact them directly for fee information.

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Areas of Practice

Investment Management

Advisor Information

Office location

3250 NE 1st Ave., 3rd Floor, Suite #305, Miami, FL, 33137

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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.

Other Business Activities

Carlos is the owner of Skytrust Advisors LLC, which was created in May 2019. He dedicates a few hours per week to this entity.