Andrea Constanza Daniela Narbona Letelier
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.
Areas of Practice
Advisor Information
Office location
1001 Brickell Bay Drive, Suite 1900, 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
Andrea works as a teacher assistant for an online education platform, spending a few hours per week. She is also a co-proprietor of a business premises and warehouse in Chile, referring clients to a broker-dealer and receiving a portion of net commissions, but has zero participation in the business.