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 - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management: 2.0% for the first $499,999, 1.5% for $500,000 to $1,500,000, and 1.0% above $1,500,000. These fees are negotiable. Financial planning is offered at an hourly rate of $250, also negotiable. The minimum account size is $100,000, but smaller initial investments may be accepted at the firm's discretion.
Areas of Practice
Advisor Information
Office location
150 SE 2nd Ave, Ph 3, Miami, FL, 33131
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
Javier is registered with Mariva Global Asset Management LLC since 2019 and devotes substantially all of his time to this business and Mariva Capital Markets during securities trading hours. He also conducts private securities transactions in a limited capacity through MCM.