Carlos Pazos is a registered investment advisor at Althum Advisors LLC, based in Miami, FL, with 5 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 71 clients with $1.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
71 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Advisory fees are negotiable based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1441 Brickell Av. Suite 1016, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2024Pending
Employment History
Current Registrations
Althum Advisors LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Lxg Wealth Advisory LLC
March 2024 - December 2024 · 9 mos
Efg Capital InternationalBroker
February 2020 - April 2023 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.