| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable on a case-by-case basis. Certain clients may pay performance-based fees in addition to AUM fees.
999 Brickell Avenue, Suite 1006, Miami, FL, 33131
Get directionsNo 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 →Estefania works as a delivery driver for Favor, delivering restaurant orders, groceries, and laundry. This takes about 10-20% of her time, none of which occurs during market hours.