Felix Segura is a registered investment advisor at Althum Advisors LLC, based in Miami, FL, with 9 years of industry experience. Felix 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 71 clients with $1.6B 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 $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors.
Fee Estimator
Location
1441 Brickell Av. Suite 1016, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Felix is a minority shareholder and legal representative of LXG MFO S.A.C., an investment consulting services company established in Peru in 2015. He has held this position since 2015.
Employment History
Current Registrations
Althum Advisors LLC
Previous Registrations
Lxg Wealth Advisory LLC
Credit Suisse Securities (USA) LLC
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations1 state
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