Alfredo Cohen is a registered investment advisor at Bancaribe Capital, based in Miami, FL, with 30 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10mm. Client relationship may be established and exist where the fees are higher or lower than the Fee Schedule provide above.
Fee Estimator
Location
1395 Brickell Avenue, Suite 800, Miami, FL, 33131
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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 →Other Business Activities
Alfredo is the manager for Bancaribe Holdings, a holding company, and a director for several entities including Kapital Consultores, Gaermo Investment Group LLC, Bozo-Cabrera Investment LLC, and Transactional Trading LLC, dedicating minimal time to each. These activities include consulting, passive investment, and representing the holding company.
Employment History
Current Registrations
Bancaribe Capital
Previous Registrations
Miura Investment Advisors, INC
Miura Capital, LLCBroker
Portfolio Resources Group, INC.Broker
Credit Lyonnais Securities (USA), INC.Broker
State Registrations1 state
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