Ricardo Heredia is a registered investment advisor at Miura Investment Advisors, INC, based in Miami, FL, with 22 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 191 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MIURA Investment Advisors charges an annual fee based on a percentage of the value of the assets they manage. This fee ranges from 0.50% to 2.5% of the account balance. The exact fee is negotiable and stated in the client agreement. Fees are billed quarterly, in arrears, based on the average portfolio value at the end of each month for that quarter. The custodian deducts the fees directly from the account with client authorization.
Location
1395 Brickell Ave, Suite 1560, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Miura Investment Advisors, INC
Miura Capital, LLCBroker
Previous Registrations
Safra Securities LLCBroker
Statetrust Investments INC.Broker
Efg Capital InternationalBroker
Lasalle Financial Services, INC.Broker
Lehman Brothers INC.Broker
State Registrations5 states
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