Steven Karpel is a registered investment advisor at Welcy Capital Advisors LLC, based in Miami, FL, with 19 years of industry experience. Steven 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 20 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Welcy Capital Advisors charges a fee based on the value of your investments. This fee ranges from 0.5% to 2% per year, but may be higher or lower depending on the services provided and the amount of assets managed.
Location
1101 Brickell Avenue, Suite 1600, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the CEO/Founder of eFINOP LLC and eFINOP Technologies LLC, both software companies, and the Managing Member/100% owner of Optimal Real Estate Development. He also serves as Managing Partner for U.S. Corporate Concierge LLC and Opus Design and Development Fund, and owns Americanus Capital Partners LLC and 1414 West Ave LLC, dedicating minimal time to each outside of Opus Design and Development Fund, which takes a few hours per week.
Employment History
Current Registrations
Welcy Capital Advisors LLC
Previous Registrations
Hpo Americas LTD.
Hpo Americas LTD.
Hpo Americas LTD.
Brickell Global Markets, INC.Broker
Global Strategic Investments, LLCBroker
Tavira Securities US LLCBroker
Activa Capital Markets, INC.Broker
Interbolsa Securities, LLCBroker
Activa Capital Markets, INC.Broker
Interbolsa Securities, LLCBroker
Execution Access, LLCBroker
Bulltick Securities, INC.Broker
Financialx, INC.Broker
Euronet Securities CORP.Broker
Dean Witter Reynolds INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations1 state
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.