Amaury Sanchez-Cifuentes is a CFP-designated registered investment advisor at Azzendo Wealth Advisors, based in Hollywood, FL, with 25 years of industry experience. Amaury operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 102 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable. For relationships over $5 million, a separate tiered schedule applies. Accounts under the $1.5M minimum where the minimum is waived are charged 1.50% with a $10,000 minimum annual fee.
Fee Estimator
Location
3878 Sheridan Street, Suite A, Hollywood, FL, 33021
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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
Amaury is the president and 100% owner of First Alliance Mortgage Corp, a real estate holding company, and owns two other real estate holding companies: 3878 Emerald Village II and First Cypress, LLC. He is also a non-producing branch manager at Alterra Home Loans, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Azzendo Wealth Advisors
Previous Registrations
Cathy Pareto and Associates
Fac Wealth Management, LLC
Cifuentes & Associates, LLC
Raymond James Financial Services
American Express Financial Advisors, INC.
State Registrations2 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.
Exams
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