Bigsur Partners, LLC
Assets Under Management
$1.3B
Number of Clients
78
Number of Advisors
6
Average Client AUM
$16.7M
AUM per Advisor
$217.1M
Compensation
Fee-Only (AUM)
About This Firm
BigSur Wealth Management is a fee-based global multi-family office offering investment advisory and consulting services to high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. Services include portfolio management, consulting, and family office services.
Fee Structure
BigSur charges a management/consultation fee ranging from 0.50% to 1.25% annually based on portfolio complexity. They recommend maintaining an account balance of $20,000,000 or more, and require a minimum annual fee of $20,000 for the entire client relationship. Lower minimums may be accepted at their discretion. An incentive fee of up to 20% of account performance may also be negotiated. They also charge a reporting fee of 0.10% annually for non-managed assets.
Areas of Practice
Location
1441 Brickell Avenue, Suite 1410, Miami, FL, 33131