| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees above $25,000,000 are negotiable.
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
Get directionsNo 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.
Learn about disclosures →Alvaro co-owns Manresa Holdings and Gentle Breeze Limited, both holding passive real estate investments. He spends minimal time on these activities.