Diogo Cavalcanti is a registered investment advisor at Harpian LLC, based in Miami, FL, with 18 years of industry experience. Diogo 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, Real Estate Investing, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fees vary by investment profile: Conservative (1.25%), Moderate (1.35%), Aggressive (1.50%), CORE22 (2.00%), and Portfolio Mix (2.00%). The maximum annual advisory fee is 2.00% of assets under management. Fees are generally negotiable.
Fee Estimator
Location
601 Brickell Key Drive, Suite 700, 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
Diogo is an investment adviser representative with Bolton Global Asset Management, spending a few hours per week on this activity. He also owns Yellowwindway, Inc., VLC2, LLC (a real estate holding company), and Windwayyellow LLC (for personal private investments), dedicating minimal time to each.
Employment History
Current Registrations
Harpian LLC
Brasil Plural Investment Advisor LLC
Previous Registrations
Bolton Global Asset Management
Bolton Global CapitalBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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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