Assets Under Management
$109.2M
Number of Clients
124
Number of Advisors
1
Average Client AUM
$880K
AUM per Advisor
$109.2M
Compensation
Fee-Only (AUM)
Davivienda Advisors offers investment advice and portfolio management through a wrap fee program. Services include digital platform access with algorithm-recommended portfolios and non-digital advisory with customized approaches. They utilize model portfolios managed by BlackRock and Davivienda, focusing on global diversification and cost-effectiveness.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Management fees for accounts over $1,000,000 are negotiable
1110 Brickell Avenue, Suite 900B, Miami, FL, 33131