| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
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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 →Carlos is the CEO, an investment advisor representative, and a member of the board of managers for Andbanc Advisory LLC. He also serves on the board of directors for Andbanc Brokerage, Andbank Brazil, and the "If You Foundation", dedicating minimal time to the latter.