Ruben Millares is a CFP, PFS-designated registered investment advisor at Millares Asset Management, LLC, based in Coral Gables, FL, with 17 years of industry experience. Ruben 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
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ruben is a managing member of Pastorita, LLC (since 2013) and Riverside Lofts, LLC (since 2018), and Riverside Corridor, LLC (since 2018), dedicating minimal time to each. He is also a non-managing member of Ohio Awning Building, LLC (since 2014), also dedicating minimal time.
Employment History
Current Registrations
Millares Asset Management, LLC
State Registrations2 states
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