VA
VA

Vicente Apolinar

2 Years of Experience
Broker

Vicente Apolinar is a registered investment advisor at Miura Investment Advisors, INC, based in Miami, FL, with 2 years of industry experience. Vicente operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 191 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
191 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$391.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

MIURA Investment Advisors charges an annual fee based on a percentage of the value of the assets they manage. This fee ranges from 0.50% to 2.5% of the account balance. The exact fee is negotiable and stated in the client agreement. Fees are billed quarterly, in arrears, based on the average portfolio value at the end of each month for that quarter. The custodian deducts the fees directly from the account with client authorization.

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Location

1395 Brickell Ave, Suite 1560, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Vicente works full-time as an investment advisor for Miura Investment Advisory, Inc. He also works a few hours per week as a financial analyst for MPG Consultores, analyzing corporate financial statements.

Employment History
Current Registrations
Miura Investment Advisors, INC
June 2024 - Present · 1 yr 10 mos
Miura Capital, LLC
May 2023 - Present · 2 yrs 11 mos
Miura Capital, LLCBroker
May 2023 - Present · 2 yrs 11 mos
State Registrations4 states
CAFLPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Vicente Apolinar - Financial Advisor | TrueAdvisor