| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's sole discretion.
333 SE 2nd Ave, Suite 2520, Miami, FL, 33131
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Carlos is involved in several business activities, including serving on investment and finance committees for the Orange Bowl Committee, managing multiple family-owned real estate holding entities, and managing Element Pointe Group, LLC and Element Pointe Deep Access GP, LLC. He also owns a commercial office building and rents space to businesses.