Cesar Murillo is a registered investment advisor at Emergent Global Investments, based in Coral Gables, FL, with 15 years of industry experience. Cesar 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, and 1 more. Their firm serves 53 clients with $17M 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 $50K | 1.90% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Location
2020 Ponce De Leon Blvd, Ste 1101, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cesar is a 50% owner of Emergent Global Technologies, LLC and Emergent Global Consulting, LLC. He is also the chairperson of the global affairs of business committee for the Coral Gables Chamber of Commerce and the manager of EMERGENT GLOBAL SECURITIES, LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Emergent Global Investments
Previous Registrations
Aguila Asset Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ing Investment Management CO.
Furman Selz Capital Management LLC
State Registrations3 states
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.