Daniel Rosales is a registered investment advisor at Premia Global Advisors, LLC, based in Coral Gables, FL, with 14 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $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
Location
2600 South Douglas Road, Suite 1103, Coral Gables, FL, 33134
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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 →Employment History
Current Registrations
Premia Global Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Ngam Advisors, L.P.
Ngam Distribution, L.P.Broker
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.