Andres Migdoel Rosa Gandara
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Angelus charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable. They also offer pension consulting plans with fixed fees ranging from $2,500 to $250,000, and hourly consulting services between $150 and $2,000 per hour. Financial planning services are also available with fixed and hourly fees in the same range.
Areas of Practice
Advisor Information
Office location
2100 Ponce de Leon Blvd., Suite 960, Coral Gables, FL, 33134
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 Activities
Andres is a registered investment advisor (RIA) with Insight Securities, Inc. since 2015. He also co-manages Quinta Trinitaria LLC with his wife, a passive investment in Driftwood Capital, dedicating minimal time to this activity.