Luis Corrales
Luis Corrales is a registered investment advisor at Corrales & CO., based in Miami, FL, with 16 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 304 clients with $170M 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 | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are generally negotiable. If third-party managers are selected, clients pay Corrales & Company's standard fee in addition to the third-party manager's fee.
Fee Estimator
Location
1200 Brickell Ave, Suite 220, Miami, FL, 33131
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2024Employment Separation After Allegations
November 2010Criminal
October 2007Other Business ActivitiesSells Insurance
Luis is the owner of Cope Corrales, a financial service business, where he works full-time as a managing partner and advisor. He is also an insurance agent with Mass Mutual and a managing member of C4M Global Advisors LLC, dedicating about 10-20% of his time to managing operations and investments for the hedge fund business.
Employment History
Current Registrations
Corrales & CO.
Previous Registrations
Cope Connelly
Invst, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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