Denise Negron is a CFP-designated registered investment advisor at Amerant Investments, INC., based in Westlake, FL, with 15 years of industry experience. Denise 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, Retirement Planning. Their firm serves 1,297 clients with $780M 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 | 1.75% |
Advisory fees are up to 1.75% annually, charged quarterly based on average daily balances. Fees are negotiable and may reach up to 3% when third-party managers are utilized. A 0.50% annual fee applies to certain sub-advisory services.
Fee Estimator
Location
Westlake, FL
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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
Amerant Investments, INC.
Amerant Investments, INC.Broker
Amerant Investments, INC.
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
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.