Richard Perez is a registered investment advisor at Matters Capital LLC, based in Miami, FL, with 4 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matters Capital offers wealth management services for a fee based on the average account balance, ranging up to 1.25% annually. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable. Matters Capital may use independent managers, and the total blended fee will not exceed 2.00% annually.
Location
999 Brickell Ave, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Matters Capital LLC
Previous Registrations
Cynosure Group, LLC
Svb Wealth
State Registrations1 state
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