AA
AA

Ana Carolina Arnau

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$871.8M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Andbanc Advisory LLC
August 2024 - Present · 1 yr 6 mos
Andbanc Brokerage, LLCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Morgan Stanley
July 2024 - August 2024 · 1 mo
Morgan StanleyBroker
June 2024 - August 2024 · 2 mos
Andbanc Brokerage, LLCBroker
March 2024 - June 2024 · 3 mos
Boreal Capital Management LLC
March 2022 - March 2024 · 2 yrs
Boreal Capital Securities LLCBroker
November 2012 - March 2024 · 11 yrs 4 mos
Beta Capital Management, L.P.Broker
July 2010 - November 2012 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.