Miguel Cardoso is a registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 15 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 509 clients with $870M 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 | 1.75% |
| $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 fee of up to 20%.
Fee Estimator
Location
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2014Other Business Activities
Miguel is an investment adviser representative with Andbanc Advisory, LLC since 2015. This activity is investment-related.
Employment History
Current Registrations
Andbanc Advisory LLC
Andbanc Brokerage, LLCBroker
Previous Registrations
Espirito Santo Investment Advisors, INC.
E.S. Financial Services, INC.Broker
State Registrations8 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.