ML
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Maria Elena Lagomasino

12 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
107 clients
Average Client Portfolio
$143.6M average
Assets Under Management
$15.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$200,000
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Location

2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Maria serves as a director for Coca-Cola Co. since 2008 and Avon Products Inc. since 2000. These roles involve standard board of director duties for large public companies, including chairing the compensation committee.

Employment History
Current Registrations
We Family Offices
November 2013 - Present · 12 yrs 3 mos
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.
Maria Elena Lagomasino - Financial Advisor | TrueAdvisor