Eduardo Brender is a registered investment advisor at Activest Wealth Management, LLC, based in Aventura, FL, with 17 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 530 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
All fees are negotiable.
Fee Estimator
Location
20900 NE 30 Avenue, Suite 311, Aventura, FL, 33180
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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
Eduardo is the manager of Haia Holdings LLC, a real estate holding company, since 2008. He also manages ESB26 LLC, another holding company for passive real estate investments, since November 2018; he spends minimal time on these activities.
Employment History
Current Registrations
Activest Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Hapoalim Securities USA, INC.Broker
State Registrations3 states
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.