TrueAdvisor
TrueAdvisor
AM
AM

Augusto Medal

Precise Investment Management, INC.
30 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Augusto Medal is a registered investment advisor at Precise Investment Management, INC., based in Miami, FL, with 30 years of industry experience. Augusto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 40 clients with $190M in assets under management.

Precise Investment Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
40 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$186.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees generally range from 0.75% to 2.00% for single managed accounts and 0.75% to 1.50% for structured and focus programs, with a maximum total program fee of 3.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

777 Brickell Ave., Suite 586, Miami, FL, 33131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Augusto works as President at Prytaneum Global Advisor, providing hedging needs for institutional customers using futures contracts since 2009. This takes about half of Augusto's time.

Employment History
Current Registrations
Precise Investment Management, INC.
November 2025 - Present · 11 mos
Insight Securities, INC.
May 2023 - Present · 3 yrs 5 mos
Insight Securities, INC.
March 2022 - Present · 4 yrs 7 mos
Insight Securities, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Insigneo Advisory Services, LLC
September 2020 - January 2022 · 1 yr 4 mos
Insigneo Securities, LLCBroker
August 2020 - January 2022 · 1 yr 5 mos
Insight Securities, INC.
May 2018 - August 2020 · 2 yrs 3 mos
Insight Securities, INC.Broker
April 2018 - August 2020 · 2 yrs 4 mos
Insigneo Advisory Services, LLC
July 2017 - May 2018 · 10 mos
Insigneo Securities, LLCBroker
July 2017 - May 2018 · 10 mos
Northeast Asset Management, INC.
July 2010 - July 2017 · 7 yrs
Northeast Securities, INC.Broker
April 2010 - July 2017 · 7 yrs 3 mos
Wells Fargo Advisors, LLC
March 2008 - May 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2003 - May 2010 · 6 yrs 10 mos
Prudential Securities IncorporatedBroker
March 1998 - July 2003 · 5 yrs 4 mos
Lehman Brothers INC.Broker
October 1990 - October 1992 · 2 yrs
State Registrations2 states
FLIL
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Miami, FL →All financial advisors in Florida →