Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are based on a percentage of assets under management, ranging from 2.00%-2.50% for accounts below $100,000 to 0.75%-1.25% for accounts above $1,000,000. Financial planning fees range from $2,000 to $5,000, or $250 per hour, and are negotiable. The firm requires a minimum of $100,000 to open and maintain an advisory account and charges a minimum annual fee of 0.75%. Note: This firm's brochure lists fee ranges instead of fixed rates. The fee will vary within the ranges shown in the table.
Areas of Practice
Advisor Information
Office location
2 Alhambra Plaza, Suite 802, 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
Nicolas works as a Senior Associate at Berkeley Research Group (BRG), a global consulting firm, since March 2023. He dedicates full-time hours to this non-investment related business, focusing on financial due diligence during M&A processes.