Martin Zavalia is a registered investment advisor at Latin Securities INC, based in Miami, FL, with 17 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 37 clients with $49M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable at the discretion of the firm. Related household accounts are combined for fee calculation purposes.
Fee Estimator
Location
100 SE 2nd Street, Suite #3975, Miami, FL, 33131
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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
Martin is the President of Zavalia Cunsulting LLC, a non-financial consulting firm, since July 2023. He spends a few hours per week on this activity.
Employment History
Current Registrations
Latin Securities INC
Previous Registrations
Alvarium Investment Advisors (US), INC.
Guggenheim Investment Advisors, LLC
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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