Carmen Herrera-Coria
Carmen Herrera-Coria is a registered investment advisor at Citigroup Global Markets INC., based in Miami, FL, with 24 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Private Bank, 201 S. BISCAYNE BLVD., 33rd FLOOR, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carmen is a leader at 4Life Research USA, LLC, a network marketing company, dedicating a few hours per week. She is also a member of P&C Investments, LLC, a real estate LLC/LP, and an owner of Aeroconexos, an airline in Shell Ecuador, though she spends no time on the latter.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLC
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citicorp Investment ServicesBroker
Deutsche Bank Securities INC.Broker
State Registrations37 states
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