Miguel Sosa is a registered investment advisor at Premia Global Advisors, LLC, based in Coral Gables, FL, with 43 years of industry experience. Miguel 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 57 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable. The advisory fee includes TAMP advisor-related charges, including the Platform Fee and the use of independent managers.
Fee Estimator
Location
2600 South Douglas Road, Suite 1103, Coral Gables, FL, 33134
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Miguel is a Board Member and Chair of the Investment Committee of the Nicklaus Children's Hospital System, and serves on the Board and chairs the Investment Committee of the Archdiocese of Miami Catholic Community Foundation. He also serves on the Peacock Foundation Board, spending minimal time attending board meetings.
Employment History
Current Registrations
Premia Global Advisors, LLC
Previous Registrations
Insigneo Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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