EP
EP

Eddy Park

15 Years of Experience
Coral Gables, FL

Eddy Park is a registered investment advisor at Premia Global Advisors, LLC, based in Coral Gables, FL, with 15 years of industry experience. Eddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
57 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$299.7M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.25%
$10M+1.25%

Fees are negotiable. The advisory fee includes TAMP advisor-related charges, including the Platform Fee and the use of independent managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2600 South Douglas Road, Suite 1103, Coral Gables, FL, 33134

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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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Other Business Activities

Eddy works as an investment advisor and handles administrative duties for Premia Global Advisors. This is a full-time commitment for Eddy.

Employment History
Current Registrations
Premia Global Advisors, LLC
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Insigneo Securities, LLCBroker
January 2016 - January 2020 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - January 2016 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - January 2016 · 5 yrs 3 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Eddy Park - Financial Advisor | TrueAdvisor