Esteban Endere is a registered investment advisor at Acp Capital Management, LLC, based in Miami, FL, with 21 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $230M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for amounts over $50,000,000. For investments in Model Portfolios ACP charges a maximum of 1.75% on a yearly basis. Specifically, for portfolios comprised of structured products and emerging market fixed income, ACP Capital charges a management fee of 1.50% of assets under management along with a performance-based fee of up to 20% of the annual gross profits for the account.
Fee Estimator
Location
1200 Brickell Avenue, Suite 1700, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Esteban is the CEO/COO of ACP Capital Management, LLC, dedicating about 10-20% of his time. He also manages and owns multiple real estate entities, spending minimal time on these activities.
Employment History
Current Registrations
Acp Capital Management, LLC
Acp Securities, LLCBroker
Previous Registrations
Dominick & Dominick LLCBroker
Trautman Wasserman & Company, INC.Broker
State Registrations14 states
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