Augusto Medal
Augusto Medal is a registered investment advisor at Precise Investment Management, INC., based in Miami, FL, with 30 years of industry experience. Augusto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precise Investment Management charges a percentage of your portfolio's value annually for their single managed accounts. The advisory fees range from 0.75% to 2.00%, but are negotiable based on the client relationship and the size of the account. Fees are billed quarterly, in advance. For the Precise Worldview Focus and Structured Programs, the advisory fees range from 0.75% to 1.50%, also negotiable, but will not exceed 3% of the portfolio assets under management per year.
Location
777 Brickell Ave., Suite 586, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1999Other Business Activities
Augusto works as President at Prytaneum Global Advisor, providing hedging needs for institutional customers using futures contracts since 2009. This takes about half of Augusto's time.
Employment History
Current Registrations
Precise Investment Management, INC.
Insight Securities, INC.
Insight Securities, INC.Broker
Insight Securities, INC.
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insight Securities, INC.
Insight Securities, INC.Broker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Northeast Asset Management, INC.
Northeast Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.