Jose Remy
Jose Remy is a registered investment advisor at Alti Wealth Management (US International), INC., based in Coral Gables, FL, with 22 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 37 clients with $690M 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% |
Management fees are up to 1.00% per annum, calculated on the average daily balance and billed quarterly in arrears. Fees are negotiable and may include performance-based fees for qualified clients.
Fee Estimator
Location
2811 Ponce De Leon Blvd., Suite 520, 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.
Learn about disclosures →Employment History
Current Registrations
Alti Wealth Management (US International), INC.
Previous Registrations
Alvarium Investment Managers (US), LLC
Guggenheim Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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