| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
Weston, FL
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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 →Roberto is a partner/director at Unikemia, SL, a professional education company, and a member/manager at Uster Advisors LLC, a management consulting firm, dedicating minimal time to each. He also volunteers with AARP, spending minimal time as a speaker or support staff at events.