MF
MF
Margarita Fernandez
25 Years of Experience
Palmetto Bay, FL
1 Disclosure
Margarita Fernandez is a registered investment advisor at Alhambra Investment Management LLC, based in Palmetto Bay, FL, with 25 years of industry experience. Margarita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 208 clients with $280M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
208 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$278.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for assets managed above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8925 SW 148 Street, Suite 214, Palmetto Bay, FL, 33176
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2001Final
Employment History
Current Registrations
Alhambra Investment Management LLC
October 2013 - Present · 12 yrs 6 mos
Previous Registrations
Rushmore Investment Advisors INC
May 2012 - September 2013 · 1 yr 4 mos
Northstar Capital Management INC
June 2008 - December 2011 · 3 yrs 6 mos
Biscayne Advisors, INC.
June 2001 - September 2007 · 6 yrs 3 mos
First Montauk Securities CORP.Broker
April 1995 - June 1997 · 2 yrs 2 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.