MT
MT

Maria F Torne

32 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementHigh Net Worth
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 ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+0.75%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1395 Brickell Avenue, Suite 1560, 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
March 2013
Settled
Other Business Activities

Maria owns rental property and is an investment advisor with Investor Advisory Services, spending nearly full-time servicing clients. She also manages MFT Investgroup LLC for personal accounting and Mafern LLC for personal real estate investment, dedicating no time to these activities.

Employment History
Current Registrations
Advisory Investor Services LLC
July 2021 - Present · 4 yrs 7 mos
Miura Capital, LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2000 - June 2021 · 20 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - June 2021 · 20 yrs 8 mos
First Union Brokerage Services, INC.Broker
November 1993 - October 2000 · 6 yrs 11 mos
State Registrations3 states
FLMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Maria F Torne - Financial Advisor | TrueAdvisor