Larice Lima is a registered investment advisor at Azimut Investment Advisors LLC, based in Miami, FL, with 5 years of industry experience. Larice 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 486 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azimut Investment Advisors offers both discretionary and non-discretionary investment management services. The fees are negotiable, but generally range as follows:
- Discretionary Accounts: 1.50% - 2.50% per year, with a minimum of $3,750 per quarter.
- Non-Discretionary Accounts: Starting at 1.50% per year, with a minimum of $1,250 per quarter.
Fees are based on the average market value of assets over the preceding three months. The firm also offers an Advisory Service Agreement and an Asset Management Service Agreement, both with the same fee schedule.
Location
1450 Brickell Ave, Suite 2610, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Larice is a partner (33%) in PGL3 Services LLC, which provides accounting and tax services. Larice is responsible for bookkeeping of clients and works about a quarter of their time.
Employment History
Current Registrations
Azimut Investment Advisors LLC
State Registrations1 state
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