Rafael Izcue is a registered investment advisor at Althum Advisors LLC, based in Miami, FL, with 9 years of industry experience. Rafael 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 71 clients with $1.6B 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 $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors.
Fee Estimator
Location
1441 Brickell Av. Suite 1016, 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
Rafael serves as Chief Investment Officer for LXG MFO, an affiliated multi-family office in Lima, Peru, providing asset allocation strategies. This role takes about half of Rafael's time.
Employment History
Current Registrations
Althum Advisors LLC
Previous Registrations
Lxg Wealth Advisory LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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