Carlos Gribel is a registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 16 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 509 clients with $870M 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 $500K | 1.75% |
| $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% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fee of up to 20%.
Fee Estimator
Location
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
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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
Carlos is the CEO, an investment advisor representative, and a member of the board of managers for Andbanc Advisory LLC. He also serves on the board of directors for Andbanc Brokerage, Andbank Brazil, and the "If You Foundation", dedicating minimal time to the latter.
Employment History
Current Registrations
Andbanc Advisory LLC
Andbanc Brokerage, LLCBroker
Previous Registrations
Tradewire Securities LLCBroker
Intl Fcstone Securities INC.Broker
Tradewire Securities LLCBroker
Laidlaw Global Securities, INC.Broker
State Registrations8 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.