Maria Millares is a PFS-designated registered investment advisor at Millares Asset Management, LLC, based in Coral Gables, FL, with 18 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 50 clients with $240M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees, account minimums and their applications to family circumstances may be negotiable.
Fee Estimator
Location
500 South Dixie Highway, Suite 201, Coral Gables, FL, 33146
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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 →Other Business Activities
Maria is a managing member of 500 US1, LLC, a commercial real estate business, since 2006. She spends minimal time managing the commercial property.
Employment History
Current Registrations
Millares Asset Management, LLC
State Registrations2 states
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