| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
Av. Francisco de Miranda, entre Av. Los Cortijos y, Urb. Campo Alegre, Torre BNC, Edif. Sede El Rosal, Piso 10, Chacao Caracas
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrea provides consulting services for Venezuelan clients through Latin American Holdings Inc, dedicating about 10-20% of her time. She also serves as a board member of Banco Sofitasa, spending minimal time attending board meetings in a passive role.