Guerra Wealth Advisors
Assets Under Management
$260.0M
Number of Clients
2,200
Number of Advisors
8
Average Client AUM
$118K
AUM per Advisor
$32.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Guerra Wealth Advisors offers discretionary investment management and financial planning services on a wrap fee basis. They utilize a platform provider with model managers. Financial planning is offered under a separate agreement and fee. They work with individuals, high-net-worth individuals, trusts, and small to mid-sized businesses.
Fee Structure
Guerra Wealth Advisors provides advisory services on a wrap fee basis, meaning a single fee covers advisory services, financial planning, brokerage transactions, custody, and reporting. The wrap program fees do not exceed 1.75%. Financial planning is offered under a separate agreement and separate fixed fee, starting at $500, depending on complexity. There is no minimum account value to initiate services.
Areas of Practice
Location
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173