Carlos Machado is a registered investment advisor at Harbor Ithaka, based in Miami, FL, with 10 years of industry experience. Carlos 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 42 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Ithaka WM manages investments for wealth management clients, charging fees based on the value of assets managed. Fees vary depending on whether the client is considered a professional or non-professional investor.
For non-professional clients:
- Under $2,500,000: a minimum of $25,000 per year.
- $2,500,000 and above: 1% per year.
Professional clients are charged on a case-by-case basis. A minimum fee of $25,000 per year may apply regardless of account size. Non-professional clients may also be charged an account set-up fee of $3,650. Investing in the firm's private funds may result in additional asset management fees.
Location
3250 NE 1st Ave., 3rd Floor, Suite #305, Miami, FL, 33137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is the owner of Skytrust Advisors LLC, which was created in May 2019. He dedicates a few hours per week to this entity.
Employment History
Current Registrations
Harbor Ithaka
State Registrations1 state
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