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Judith Neiwirth

19 Years of Experience
Miami, FL

Judith Neiwirth is a registered investment advisor at Gables Capital Management, INC., based in Miami, FL, with 19 years of industry experience. Judith 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 173 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
173 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$423.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.25%
$1.5M - $4.5M1.00%
$4.5M - $9.0M0.75%
$9M+0.50%

Schedule is for Equity and Balanced Accounts. For Fixed Income Accounts: First $1,000,000: 0.65%, Next $1,000,000: 0.50%, Next $3,000,000: 0.35%, Accounts over $5,000,000: 0.20%. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

801 Brickell Avenue, Suite 650, 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

Judith serves as EVP of Cypress Grove Management, Inc. (CGM), which is the general partner of Cypress Grove Partners, L.P., a hedge fund. Gables Capital Management is the investment manager of the hedge fund.

Employment History
Current Registrations
Gables Capital Management, INC.
October 2006 - Present · 19 yrs 7 mos
State Registrations1 state
TX
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.
Judith Neiwirth - Financial Advisor | TrueAdvisor