Ricardo Heredia is a registered investment advisor at Miura Investment Advisors, INC, based in Miami, FL, with 23 years of industry experience. Ricardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 191 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual asset management fees range from 0.50% to 2.50% of the account balance. Fees are billed quarterly in arrears and are negotiable based on asset size, investment range, and complexity. A one-time $250 setup fee applies. Performance fees of 5% to 20% of gains may apply for qualified clients.
Fee Estimator
Location
1395 Brickell Ave, Suite 1560, Miami, FL, 33131
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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
Miura Investment Advisors, INC
Miura Capital, LLCBroker
Previous Registrations
Safra Securities LLCBroker
Statetrust Investments INC.Broker
Efg Capital InternationalBroker
Lasalle Financial Services, INC.Broker
Lehman Brothers INC.Broker
State Registrations5 states
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.
Exams
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