Lorena Dayana Berthe-martinez

Boreal Capital Management LLC

23 Years of Experience

Broker

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

Clean regulatory record

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.

Other Business Activities

Lorena provides backoffice support for customers of Mora Wealth Management, LLC and Mora WM Securities, LLC. This activity began in July 2019 and is related to her role as a registered investment advisor.