Jean Coletta is a registered investment advisor at Germana Capital LLC, based in Miami, FL, with 1 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2 clients with $2.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay a maximum of 20% performance fee based on capital appreciation.
Fee Estimator
Location
1001 Brickell Bay Dr, Suite 2727, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jean owns Transearth Europe S.L., which acts as an intermediary in commodity transactions, dedicating a few hours per week. She also owns Coletta Asset Management LLC, a DBA for her role as an Investment Advisor Representative with Germana Capital LLC.
Employment History
Current Registrations
Germana Capital LLC
State Registrations1 state
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