Garari Mikel is a CFP-designated registered investment advisor at Clockwise Capital LLC, based in Miami, FL, with 16 years of industry experience. Garari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clockwise Capital manages investments for a fee that will generally not exceed 1.5% per year, paid quarterly in advance. The fee is negotiable based on the services provided, the amount of assets managed, and the time and expertise required. Clients receive statements from the custodian detailing account holdings, transactions, and fees charged.
For "Qualified Clients," Clockwise Capital charges 1.5% of assets under management along with a 20% performance fee based on capital appreciation above a 20% hurdle rate.
Location
1395 Brickell Ave, Unit 800, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garari is the CEO of the BEAN Foundation and receives a salary of approximately $30,000.
Employment History
Current Registrations
Clockwise Capital LLC
Previous Registrations
Clockwise Capital LLC
Clockwise Capital LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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