| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees above $25,000,000 are negotiable.
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
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Learn about disclosures →Fernando is a cofounder of Warriors Way Matcha LLC, an online matcha tea business, dedicating a few hours per week to overseeing website sales and marketing. He also works as a licensed real estate broker with Coldwell Banker, spending minimal time on this activity.