Luis Antonio Delgado

Boreal Capital Management LLC

19 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Boreal Capital Management LLC

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

719 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1.0M - $5.0M	1.00%
$5.0M - $20.0M	0.75%
$20.0M - $50.0M	0.60%
$50M+	0.50%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,000

Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

September 2019

Final

Financial

May 2019

Final

Employment Separation After Allegations

September 2012

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Luis is the manager of LADC Capital Management LLC, which provides insurance solutions through the sale of life insurance and annuity products, dedicating a few hours per week to this activity. He also holds a Florida life insurance license to assist clients interested in these products.