TrueAdvisor
TrueAdvisor
AP
CFA
AP
CFA

Anita Patel

Bravias Financial
22 Years of Experience
Miami, FL
Sells Insurance
View SEC Summary
View SEC Summary

Anita Patel is a CFA-designated registered investment advisor at Bravias Financial, based in Miami, FL, with 22 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 439 clients with $210M in assets under management.

Bravias Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
439 clients
Average Client Portfolio
$483K average
Assets Under Management
$212.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.50%
$750K - $2.0M1.40%
$2M+1.30%

Fees may be negotiable. Financial planning services are included at no extra charge with investment management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Miami, FL

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Anita is involved in three outside business activities. She works as a management consultant, teaches financial education workshops, and is an independent insurance agent for various companies, dedicating minimal time to each activity.

Employment History
Current Registrations
Bravias Financial
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2010 - July 2021 · 11 yrs
Cambridge Investment Research, INC.Broker
July 2010 - July 2021 · 11 yrs
Woodbury Financial Services, INC.
May 2009 - July 2010 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
May 2009 - July 2010 · 1 yr 2 mos
Financial Network Investment Corporation
May 2007 - May 2009 · 2 yrs
Financial Network Investment CorporationBroker
May 2007 - May 2009 · 2 yrs
Waddell & Reed, INC.
May 2005 - May 2007 · 2 yrs
Waddell & Reed, INC.Broker
May 2005 - May 2007 · 2 yrs
Carlin Equities CORP.Broker
February 2003 - January 2004 · 11 mos
State Registrations2 states
CAFL
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Miami, FL →All financial advisors in Florida →