Flavio Carrillo is a registered investment advisor at Data Analytics Capital LLC, based in Miami, FL, with 21 years of industry experience. Flavio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 0.50% |
| $1.1M+ | 0.50% |
Standard accounts are charged 2.0% annually. For accounts over $1,100,000 where clients meet qualification criteria, the fee is 0.5% plus 20% of annual portfolio performance above an agreed-upon benchmark. Fees are negotiable.
Fee Estimator
Location
78 SW 7th Street, Suite 500, Miami, FL, 33130
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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
Flavio is an owner of Data Analytics Capital, working as a financial advisor and portfolio manager, dedicating about half of his time. He also works as a professor at Florida International University, dedicating about half of his time.
Employment History
Current Registrations
Data Analytics Capital LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Microsigma Capital Management, LLC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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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