Annette Marie Manon

Boreal Capital Management LLC

27 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Boreal Capital Management LLC

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

719 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1.0M - $5.0M	1.00%
$5.0M - $20.0M	0.75%
$20.0M - $50.0M	0.60%
$50M+	0.50%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,000

Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2013

Final

Employment Separation After Allegations

August 2012

Customer Dispute

July 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Annette is associated with Boreal Capital Management, LLC, a registered investment advisor. She is also a shareholder in four holding companies for real estate property in the Dominican Republic, part of her family wealth, and dedicates no time to these companies.