Daisy Montoya is a registered investment advisor at Amerant Investments, INC., based in Coral Gables, FL, with 13 years of industry experience. Daisy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,297 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amerant Investments charges an annual advisory fee of up to 1.75% of your portfolio, calculated on average daily balances and charged quarterly. This fee is negotiable based on the total amount you invest. If you use the UMA platform through the PAS Program, you'll also pay a fee to the third-party sub-advisor, which Amerant will deduct from your account. A 1% account setup recovery fee is charged on any amounts withdrawn during the first twelve (12) months. For sub-advisory services, AMTI clients will pay a management fee of 0.50% based on the average account balance.
Location
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2020Customer Dispute
April 2016Other Business Activities
Daisy is the manager of Montoya Investments Orlando LLC (since 2022) and 2448 Reading LLC (since 2024), both created to hold real estate property. She will receive rental income from these investment properties and will not dedicate time during securities trading hours to this activity.
Employment History
Current Registrations
Amerant Investments, INC.
Amerant Investments, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Espirito Santo Investment Advisors, INC.
E.S. Financial Services, INC.Broker
State Registrations1 state
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.