Carlos Oliveros is a registered investment advisor at Amerant Investments, INC., based in Coral Gables, FL, with 4 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 1,297 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amerant Investments charges an annual advisory fee of up to 1.75% of your portfolio, calculated on average daily balances and charged quarterly. This fee is negotiable based on the total amount you invest. If you use the UMA platform through the PAS Program, you'll also pay a fee to the third-party sub-advisor, which Amerant will deduct from your account. A 1% account setup recovery fee is charged on any amounts withdrawn during the first twelve (12) months. For sub-advisory services, AMTI clients will pay a management fee of 0.50% based on the average account balance.
Location
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is a manager at Happy Palm Tree LLC, a company created in April 2024 to hold a real estate property acquired in September 2024, from which he will receive rental income. He will dedicate minimal time during securities trading hours to this investment property.
Employment History
Current Registrations
Amerant Investments, INC.
Amerant Investments, INC.Broker
State Registrations1 state
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