Javier Loreto
Javier Loreto is a registered investment advisor at Divergent Capital Asset Management LLC, based in Doral, FL, with 13 years of industry experience. Javier 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 15 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $15.0M | 2.00% |
| $15M+ | 2.00% |
Fees are negotiable. Divergent clients will not be charged a total management fee over the 3% industry average. In our discretion we may negotiate a lower assets under management annual management fee and/or accept accounts with assets less than $100,000. Qualified clients will pay advisory fees ranging up to 2.00% per annum of assets under management for services provided by Divergent along with a performance fee based on capital appreciation ranging up to 20.00%.
Fee Estimator
Location
3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166
Get directionsHistory
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 ActivitiesSells Insurance
Javier is a managing member of Sankus Wealth Solutions, a holding company that doesn't engage in active business, dedicating minimal time. Javier is also a licensed insurance agent with Sankus Life Solutions LLC and an indirect owner of Sankus Wealth Management LLC, spending minimal time on general ownership duties.
Employment History
Current Registrations
Divergent Capital Asset Management LLC
Previous Registrations
Sancus Wealth Management LLC
Harbor Ithaka
New Market Analytics Wm
Bolton Global Asset Management
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.