Catherina Pareto is a CFP-designated registered investment advisor at Azzendo Wealth Advisors, based in Coral Gables, FL, with 23 years of industry experience. Catherina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 245 clients with $300M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable for accounts over $20 million. Where the firm waives the $500,000 account minimum, the annual fee will be set at 1.50%, subject to a $5,000 minimum annual fee.
Fee Estimator
Location
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL, 33134
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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 →Other Business Activities
Catherina occasionally holds seminars, teaches investment classes, appears on radio/TV, and contributes to publications. She may receive compensation for these activities, but does not foresee any conflicts of interest.
Employment History
Current Registrations
Azzendo Wealth Advisors
Previous Registrations
Bluekey Personal Wealth Planning, a Limited Liability Company
Investor Solutions, INC.
Singer Xenos Wealth Management
State Registrations2 states
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