VA

Vicente Antonio Marchelli Apolinar

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
105 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$278.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

MIURA Investment Advisors charges fees based on a percentage of assets under management, billed quarterly in arrears. These fees range from 0.50% to 2.5% annually. A one-time setup fee of $250 is charged on the first invoice. Fees are exclusive of brokerage commissions and other related costs. Fees are negotiable at the discretion of the firm's manager. Performance fees, ranging from 5% to 20% of gains, may be charged to qualified clients with a net worth greater than $2,200,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

1395 Brickell Ave, Suite 1560, Miami, FL, 33131

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Regulatory 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.

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Other Business Activities

Vicente works full-time as an investment advisor for Miura Investment Advisory, Inc. He also works a few hours per week as a financial analyst for MPG Consultores, analyzing corporate financial statements.

Employment History
Current Registrations
Miura Investment Advisors, INC
June 2024 - Present · 1 yr 7 mos
Miura Capital, LLC
May 2023 - Present · 2 yrs 8 mos
Miura Capital, LLCBroker
May 2023 - Present · 2 yrs 8 mos
State Registrations4 states
CAFLPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Vicente Antonio Marchelli Apolinar - Financial Advisor | AdvisorDiscover