| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
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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 →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.