| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
2655 Le Jeune Road, Suite 916, Coral Gables, FL, 33134
Get directionsJose works as a financial advisor for RIWM, LLC since 2012.