Laura Gelvez is a registered investment advisor at Aragon Capital LLC, based in Fort Lauderdale, FL, with 3 years of industry experience. Laura 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 839 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.50% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
101 NE 3rd Ave, Suite 1500, Fort Lauderdale, FL, 33301
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Laura works as a financial planner for Pristine Capital Group, providing financial planning services to individuals and corporations since 2016. This takes about a quarter of her time during trading hours and about half her time outside trading hours.
Employment History
Current Registrations
Aragon Capital LLC
State Registrations1 state
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