Carl Edlund is a registered investment advisor at Boreal Capital Management LLC, based in Miami, FL, with 18 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 719 clients with $1.8B 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 $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% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
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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
Carl owns 50% of Carenica LLC, an investment/rental property business, and receives rental income from four properties. He is not involved in the day-to-day operations and receives no compensation.
Employment History
Current Registrations
Boreal Capital Management LLC
Boreal Capital Securities LLCBroker
Previous Registrations
Efg Asset Management (americas) CORP.
Efg Capital Advisors INC.
Efg Capital InternationalBroker
Espirito Santo Investment Advisors, INC.
E.S. Financial Services, INC.Broker
Stanford Group CompanyBroker
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.