Eugene Sulzberger is a CFP-designated registered investment advisor at Sulzberger Capital Advisors, INC., based in Miami, FL, with 20 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 93 clients with $120M 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 - $5.0M | 0.90% |
| $5M+ | 0.85% |
Lower advisory fees may be negotiated on an individual account basis.
Fee Estimator
Location
4500 Biscayne Boulevard, Suite 205, Miami, FL, 33137
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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
Eugene is a director at Sulzberger Enterprises, Inc. since January 2019. He dedicates minimal time to this non-investment related business and receives no compensation.
Employment History
Current Registrations
Sulzberger Capital Advisors, INC.
Previous Registrations
Rose Capital Advisors, LLC
Tandragee Global Advisors, LLC
Haven Capital
Efg Capital Advisors INC.
Mbsc Securities Corporation
Mbsc, LLC
State Registrations2 states
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.