Rafael Iribarren is a CFA-designated registered investment advisor at Bigsur Partners, LLC, based in Miami, FL, with 12 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 78 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BigSur Wealth Management's fees for managing or consulting on your investments are based on a percentage of the assets. This typically ranges from 0.50% to 1.25% annually, depending on the complexity of your portfolio. While there is no strict account minimum, BigSur recommends maintaining an account balance of $20,000,000 or more. The minimum annual fee is $20,000 for the entire relationship, though lower fees may be accepted. In some cases, BigSur may also charge an incentive fee of up to 20% of your account's performance above a certain threshold.
Location
1441 Brickell Avenue, Suite 1450, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bigsur Partners, LLC
Previous Registrations
Bigsur Partners, LLC
State Registrations2 states
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