Juliana Traina is a registered investment advisor at Larch Capital Partners LLC, based in Miami, FL, with 16 years of industry experience. Juliana 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 323 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
201 S. Biscayne Boulevard, Suite 900, 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.
Learn about disclosures →Employment History
Current Registrations
Larch Capital Partners LLC
Previous Registrations
Credit Agricole Securities (USA) INC.Broker
Calyon Securities (USA) INCBroker
Ultralat Securities, INC.Broker
Banif Securities INCBroker
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.