Elaine Fuentes is a CFP-designated registered investment advisor at Family and Money Matters, based in Coral Gables, FL, with 8 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $22M 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% |
Standard advisory fee. Fees are negotiable. When a TAMP is used, the advisory fee will be 1.25% which includes any advisory fees charged by the TAMP. For held away investment assets that FAMM provides ongoing supervision and advice on but do not manage directly, FAMM charges 0.50%.
Fee Estimator
Location
4531 Ponce De Leon Boulevard, Suite 200, Coral Gables, FL, 33146
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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
Family and Money Matters
Previous Registrations
Wealth Solutions USA, LLC
We Family Offices
The Lubitz Financial Group
State Registrations1 state
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