Emilia Dickey is a registered investment advisor at Bigsur Partners, LLC, based in Miami, FL, with 19 years of industry experience. Emilia 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 78 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BigSur Wealth Management's fees for managing or consulting on your investments are based on a percentage of the assets. This typically ranges from 0.50% to 1.25% annually, depending on the complexity of your portfolio. While there is no strict account minimum, BigSur recommends maintaining an account balance of $20,000,000 or more. The minimum annual fee is $20,000 for the entire relationship, though lower fees may be accepted. In some cases, BigSur may also charge an incentive fee of up to 20% of your account's performance above a certain threshold.
Location
1441 Brickell Avenue, Suite 1450, 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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Emilia owns EmVest LLC, a personal LLC used only for investment advisory activities through BigSur Partners. The LLC has no other purpose.
Employment History
Current Registrations
Bigsur Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
UBS Financial Services INC.
UBS Financial Services 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.