Rosa Rincon

Bigsur Partners, LLC

4 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Bigsur Partners, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

78 clients

Average Client Portfolio

$16.7M average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$20M

Financial Planning:Investment management only

Minimum Annual Fee:$20,000

Location

1441 Brickell Avenue, Suite 1410, Miami, FL, 33131

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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

Bigsur Partners, LLC

January 2021 - Present · 5 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.