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Vicente Alexander Ferrera Azarak

Advisory Investor Services LLC
24 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Advisory Investor Services LLC
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
172 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$181.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+0.75%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1200 Brickell Avenue, Suite 250, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Vicente is involved with several entities, including AIS Securities, LLC, Advisory Investor Services, Eagle Run Investments, LLC, Eagle Run Office LLC, 1250 250 Equity Property, LLC, and Victory Ahead (Foundation). He dedicates a significant amount of time to Advisory Investor Services (about full-time) and minimal time to the other entities.

Employment History
Current Registrations
Miura Capital, LLCBroker
November 2017 - Present · 8 yrs 3 mos
Advisory Investor Services LLC
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Miura Investment Advisors, INC
August 2018 - April 2021 · 2 yrs 8 mos
Hb Asset Management, L.C.
August 2011 - July 2017 · 5 yrs 11 mos
Insigneo Securities, LLCBroker
April 2011 - November 2017 · 6 yrs 7 mos
Northeast Asset Management, INC.
September 2009 - May 2011 · 1 yr 8 mos
Northeast Securities, INC.Broker
July 2009 - May 2011 · 1 yr 10 mos
Wells Fargo Advisors, LLC
July 2003 - July 2009 · 6 yrs
Wells Fargo Advisors, LLCBroker
July 2003 - July 2009 · 6 yrs
Prudential Securities Incorporated
April 2002 - July 2003 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
April 2002 - July 2003 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
January 2001 - January 2002 · 1 yr
State Registrations5 states
CAFLNYORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.