AR
AR

Antonio Gomez Real

13 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2014
Other Business Activities

Antonio is dually registered with Boreal Capital Management, LLC, spending a few hours per week seeking clients and building AUM. He is also a board member of Gazul S.L., owned by Alejandro Sanz, and the sole owner of FIOFIO & KOLEKAME Corp., created to manage his income and expenses, dedicating about 10-20% of his time to this corporation.

Employment History
Current Registrations
Boreal Capital Securities LLCBroker
September 2018 - Present · 7 yrs 5 mos
Boreal Capital Management LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Andbanc Advisory LLC
May 2015 - April 2018 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2011 - March 2014 · 2 yrs 5 mos
Santander SecuritiesBroker
June 2011 - September 2011 · 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.