Felix Segura is a registered investment advisor at Althum Advisors LLC, based in Miami, FL, with 10 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 84 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200M+ | 0.35% |
Fees are negotiable based on the types of assets included in your portfolio, portfolio complexity and size, and your objectives.
Fee Estimator
Location
1441 Brickell Av. Suite 1016, 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 →Other Business Activities
Felix is a minority shareholder and legal representative of LXG MFO S.A.C., an investment consulting services company established in Peru in 2015. He has held this position since 2015.
Employment History
Current Registrations
Althum Advisors LLC
Previous Registrations
Lxg Wealth Advisory LLC
Credit Suisse Securities (USA) LLC
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
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.
Exams
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