PC
PC

Pablo Cuevas

9 Years of Experience
Coral Gables, FL

Pablo Cuevas is a registered investment advisor at Br Capital, based in Coral Gables, FL, with 9 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 325 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
325 clients
Average Client Portfolio
$969K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.65%

Fees negotiable above $25 million. Discretionary accounts are subject to an annual advisory fee of 1.00% on assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2600 S Douglas Rd, Suite 908, Coral Gables, FL, 33134

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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.

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Other Business Activities

Pablo is a partner in Asesorias BR Capital SPA (investment advisory), BRI Spa (real estate investments), Inversiones El Mazo Spa (private investments), and BR Capital LP (holding company). He spends a few hours per week on Asesorias BR Capital SPA and minimal time on the other entities.

Employment History
Current Registrations
Br Capital
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Insigneo Advisory Services, LLC
April 2019 - April 2021 · 2 yrs
Insigneo Securities, LLCBroker
January 2019 - April 2021 · 2 yrs 3 mos
Cgis Securities LLCBroker
February 2015 - January 2019 · 3 yrs 11 mos
Citicorp Financial Services CorporationBroker
May 2004 - August 2005 · 1 yr 3 mos
State Registrations1 state
FL
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.