Edward Urquidi is a registered investment advisor at Futura Asset Advisors LLC, based in Coral Gables, FL, with 33 years of industry experience. Edward 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 35 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Futura charges clients for investment management services either on a fixed basis or as a percentage of the value of the assets they manage. The percentage-based fee can be up to 1% annually, and is negotiable depending on the services provided, portfolio size, investment objectives, the investment strategy used, and the complexity of the client's needs. Fees are billed quarterly, at the start of the following calendar quarter.
Location
2121 Ponce De Leon, Suite 405, 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.
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Edward is an officer and director of Verontel LLC, a real estate company, spending minimal time on this. He also spends a few hours per week as President of Futura Asset Advisors, LLC, and minimal time as a director of Alta Corporate Services LLC.
Employment History
Current Registrations
Futura Asset Advisors LLC
Previous Registrations
Insight Securities, INC.Broker
Lehman Brothers INC.Broker
Bear, Stearns & CO. INC.Broker
Salomon Brothers INC.Broker
State Registrations1 state
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