Felipe Castro

We Family Offices

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

We Family Offices

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

28 advisors

Number of Clients

107 clients

Average Client Portfolio

$143.6M average

Assets Under Management

$15.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$200,000

Location

2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134

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History

Regulatory History

Clean regulatory record

No 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.

Employment History

Current Registrations

We Family Offices

August 2021 - Present · 4 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.