Elisa Robbin is a registered investment advisor at Ekanta Wealth Advisors LLC, based in Coconut Grove, FL, with 20 years of industry experience. Elisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ekanta Wealth Advisors' fees are based on a percentage of the assets they manage, typically ranging from 0.50% to 2.00%. The exact percentage depends on the size and complexity of your portfolio and the financial consulting services required. They may also charge a fixed fee, generally ranging from $10,000 to $100,000 or more. Some clients may also be subject to an incentive fee of up to 20% of account performance above a specified threshold.
Location
2665 South Bayshore Drive, Suite 430, Coconut Grove, FL, 33133
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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 →Employment History
Current Registrations
Ekanta Wealth Advisors LLC
Previous Registrations
Bofa Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Barclays Capital INC.Broker
Stanchart Securities International, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.