Renata Benghira-Lima
Renata Benghira-Lima is a registered investment advisor at Mora Capital Management, LLC, based in Miami, FL, with 12 years of industry experience. Renata is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 685 clients with $1.9B 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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
All fees are negotiable. Institutional clients may pay as low as 0.50%. Certain accounts may be subject to performance-based fees of up to 20%.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
Financial
October 2025Financial
August 2025Other Business Activities
Renata provides back-office support for customers of Boreal Capital Management LLC, an SEC Registered Investment Advisor affiliated with Boreal Capital Securities LLC, since August 2020.
Employment History
Current Registrations
Mora Capital Management, LLC
Mora Capital Securities LLCBroker
Previous Registrations
Efg Asset Management (americas) CORP.
Efg Capital InternationalBroker
Efg Capital InternationalBroker
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.
Exams
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