Antonio Moura is a registered investment advisor at Boreal Capital Management LLC, based in Miami, FL, with 23 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 719 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $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% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Antonio owns Dragao Corporation, an S-Corporation holding investment property in Miami Beach, FL, but dedicates no time to it. He also observes Central America Bottling Corp board meetings, spending minimal time, and has personal investments in pre-IPO companies through Equityzen.
Employment History
Current Registrations
Boreal Capital Management LLC
Boreal Capital Securities LLCBroker
Previous Registrations
Efg Asset Management (americas) CORP.
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
E.S. Financial Services, INC.Broker
State Registrations1 state
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.