Carlos Angel is a registered investment advisor at Murphy Clarke Williams & Stone LLC, based in Miami Beach, FL, with 4 years of industry experience. Carlos 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 1 clients with $180M 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 $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
429 Lenox Ave, Suite 416, Miami Beach, FL, 33139
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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
Murphy Clarke Williams & Stone LLC
Previous Registrations
Brb Finanz USA
Aliya Capital Partners LLC
State Registrations1 state
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