Jacobo Gadalamaria is a registered investment advisor at Unimar, based in Miami, FL, with 14 years of industry experience. Jacobo 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 43 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2160, Miami, FL, 33131
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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.
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Jacobo is a trustee of a family trust, managing offshore real estate and investing in marketable securities. He also owns a real estate investment LLC that owns and rents residential properties in Miami, Florida.
Employment History
Current Registrations
Unimar
Previous Registrations
Efg Capital International LLC
State Registrations1 state
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