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Renato Ticoulat

2 Years of Experience
Miami, FL

Renato Ticoulat is a registered investment advisor at Galapagos Advisory LLC, based in Miami, FL, with 2 years of industry experience. Renato operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 170 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
170 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$274.9M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$3,140

Galapagos Advisory typically charges a percentage of the value of your portfolio each year. This fee is calculated quarterly based on the average month-end values from the previous three months. The fees generally range from 0.5% to 1.5%, but may be negotiable. For smaller accounts, Galapagos may impose a minimum quarterly fee of $785 or negotiate a flat fee. If you invest in funds managed by other Galapagos Group members, the management fees charged to you will typically be reduced by 0.5% per year.

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Location

201 S Biscayne Blvd, Suite 1220, 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

Renato is a partner in Harmony Studio Miami, a furniture store. He was COO & Business Development until 03/2023 and is now a passive partner, dedicating minimal time to the company.

Employment History
Current Registrations
Galapagos Advisory LLC
August 2023 - Present · 2 yrs 8 mos
State Registrations2 states
FLTX
Advisor

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.