Patricio Filippi is a registered investment advisor at Chronos Capital Advisors LLC, based in Miami, FL, with 21 years of industry experience. Patricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching. Their firm serves 6 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chronos' annual advisory fee is based on a percentage of the market value of the assets they manage. This fee typically ranges from 0.40% to 1.00%, but is subject to negotiation based on the client's needs. In certain circumstances, Chronos may agree to provide services on a flat fee basis.
Location
1000 Brickell Avenue, Suite 560, Miami, FL, 33131
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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.
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Patricio is a manager or part owner in several LLCs, including JLE Management, PMC Fund, Grafi, Fibra Holdings, Vertix Group, Altamar Financial Group, JLE Business Solutions, and VEQ US1. He spends minimal time on these activities, ensuring they don't interfere with his responsibilities at Chronos.
Employment History
Current Registrations
Chronos Capital Advisors LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets 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.