Patricio Romero-Valdespino is a registered investment advisor at Eurocapital Advisors, INC, based in Miami, FL, with 22 years of industry experience. Patricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $100M 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Fees may also be negotiated depending on level of services provided and assets under supervision. The fee range of 0.75%-1.00% is used for the first tier.
Fee Estimator
Location
1001 Brickell Bay Drive, Suite 2500, 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
Patricio is a Director of COBAS LUX SICAV & Alternative Fund SICAV since 2017, providing governance oversight. This requires about 10-20% of Patricio's time during trading hours.
Employment History
Current Registrations
Eurocapital Advisors, INC
State Registrations1 state
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