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 |
|---|---|
| $0K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). The fee for advising on assets held away from 1818PCG is 0.10% per year, with a minimum of $3,000.00 per quarter. Fees are negotiable. They also charge fees for hedging strategies, equal to 0.25% of the USD trade value of each permitted derivatives transaction, plus an annual fee of 0.50% of the notional amount USD of the permitted derivatives transactions.
Areas of Practice
Advisor Information
Office location
1395 Brickell Ave, Suite 1560, 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
Bilay maintains an active real estate sales associate license, but is not actively involved in transactions. Bilay also works as an investment advisor for Miura Investment Advisor, Inc., dedicating a full-time commitment to this role.