Carlos Guzman is a registered investment advisor at Creand Management, based in Miami, FL, with 10 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 140 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
Location
777 Brickell Avenue, Suite 1201, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Creand Management
Creand SecuritiesBroker
Previous Registrations
Efg Asset Management (americas) CORP.
Efg Capital InternationalBroker
State Registrations13 states
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