Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
The annual portfolio management fee is 1.50% of assets under management. This fee is negotiable. Financial planning fees are charged either as a fixed fee (between $100 and $5,000) or an hourly fee (between $25 and $1,000). Clients are responsible for third-party fees such as custodian and brokerage fees. Clients may terminate the agreement with written notice.
Areas of Practice
Advisor Information
Office location
2000 South Dixie Highway, Suite 110, Miami, FL, 33133
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
Carlos is a managing member of Cameruco LLC, Sotosianlink LLC, and Crefin LLC, holding companies for family investment, and co-manages Klerente Holdings LLC for estate planning. He also serves as a registered agent for La Sopa de Letras LLC, a family-owned business promoting reading events and selling books, dedicating minimal time to these activities.