| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fees may apply to some clients depending on assets under management.
95 Merrick Way, Suite 450, Coral Gables, FL, 33134
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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 →Alfonso is a property manager for real estate companies since 2010, dealing with tenants, brokers, and insurance companies. This activity takes about a quarter of Alfonso's time and is not investment-related.