Luis Homero Vivas-sardi

Advisory Investor Services LLC

31 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Advisory Investor Services LLC

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

172 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$181.2M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $1.0M	2.00%
$1.0M - $5.0M	1.50%
$5.0M - $10.0M	1.00%
$10M+	0.75%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1200 Brickell Avenue, Suite 250, Miami, FL, 33131

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History

Regulatory History (2)

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

November 2020

Settled

Customer Dispute

December 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Luis is a portfolio advisor for Advisory Investor Services, dedicating about 10-20% of his time. He also manages Visarca LLC for personal accounting purposes and Green Ocho Investments LLC for investment and real estate, spending minimal time on the latter.