| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
2100 Ponce de Leon Blvd., Suite 960, Coral Gables, FL, 33134
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Learn about disclosures →Andres is a registered investment advisor (RIA) with Insight Securities, Inc. since 2015. He also co-manages Quinta Trinitaria LLC with his wife, a passive investment in Driftwood Capital, dedicating minimal time to this activity.