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Margarita Fernandez

Alhambra Investment Management LLC
26 Years of Experience
Palmetto Bay, FL
1 Disclosure
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Margarita Fernandez is a registered investment advisor at Alhambra Investment Management LLC, based in Palmetto Bay, FL, with 26 years of industry experience. Margarita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $320M in assets under management.

Alhambra Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
202 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$320.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.75%

All fees are subject to negotiation. Fees for assets managed above $5 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8925 SW 148 Street, Suite 214, Palmetto Bay, FL, 33176

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History

Regulatory History (1)
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Regulatory
June 2001
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alhambra Investment Management LLC
October 2013 - Present · 13 yrs
Previous Registrations
Rushmore Investment Advisors INC
May 2012 - September 2013 · 1 yr 4 mos
Northstar Capital Management INC
June 2008 - December 2011 · 3 yrs 6 mos
Biscayne Advisors, INC.
June 2001 - September 2007 · 6 yrs 3 mos
First Montauk Securities CORP.Broker
April 1995 - June 1997 · 2 yrs 2 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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