JC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
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
Investment Management
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Advisor Information
Office location
1001 Brickell Bay Drive, Suite 1900, Miami, FL, 33131
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Vectorglobal Wmg
January 2023 - Present · 3 yrs
Vectorglobal Iag, INC.
January 2023 - Present · 3 yrs
Vectorglobal WmgBroker
January 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.
July 2021 - February 2023 · 1 yr 7 mos
UBS Financial Services INC. Broker
July 2021 - February 2023 · 1 yr 7 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.