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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees charged for investment management services are negotiable.
Fee Estimator
For investment management, you'll pay an annual fee based on the assets managed by Cela Wealth Management. The fee is 1.00% for the first $2,000,000, 0.80% for assets between $2,000,001 and $5,000,000, and 0.50% for assets over $5,000,000. Fees are billed quarterly in arrears. For clients who request advice on assets not managed by Cela Wealth Management, a fixed annual fee is negotiated. One-time and ongoing financial planning services are offered under a fixed fee arrangement, with fees generally ranging from $2,500 to $12,000.
Areas of Practice
Advisor Information
Office location
8950 SW 74th Court, Suite 2213, Miami, FL, 33156
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.
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Sol works as a legal assistant at A2 Law Office, P.A. since 2022, drafting trusts and wills, and spends about 10-20% of their time on this activity.