Luisa Gartner is a registered investment advisor at Legacy Beyond Wealth LLC, based in Miami Beach, FL, with 13 years of industry experience. Luisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $340M 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 | 1.00% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Miami Beach, FL
Get directionsHistory
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
Luisa is the CFO and partner of My Ecobox LLC, which operates reverse vending machines for recycling, since 2020. She also owns Murakey Consulting LLC, a registered agent office for international clients, and acts as a senior advisor for US NextGen LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Legacy Beyond Wealth LLC
Previous Registrations
Beyond Investments
J.P. Morgan Securities 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.