Davivienda Advisors
Assets Under Management
$109.2M
Number of Clients
124
Number of Advisors
1
Average Client AUM
$880K
AUM per Advisor
$109.2M
Compensation
Fee-Only (AUM)
About This Firm
Davivienda Advisors offers investment advice and portfolio management through a wrap fee program. Services include digital platform access with algorithm-recommended portfolios and non-digital advisory with customized approaches. Model portfolios are designed by BlackRock and Davivienda, focusing on diversification and cost-effectiveness. The firm also provides non-discretionary services where clients retain decision-making power.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Management fees for accounts over $1,000,000 are negotiable
Fee Estimator
The digital platform's wrap fee covers investment advice, portfolio management, trading costs, account maintenance, and custody. The annual fee is based on assets under management: 1.60% up to $100,000, 1.40% from $100,001 to $500,000, 1.20% from $500,001 to $1,000,000, and 1.00% over $1,000,000, with fees over $1,000,000 being negotiable. Fees are calculated daily and charged monthly in arrears. Non-digital advisory service fees range from 1% to 2% of the account's net asset value and are negotiable.
Areas of Practice
Location
1110 Brickell Avenue, Suite 900B, Miami, FL, 33131