Ricardo Hellmund is a registered investment advisor at Stelac Advisory Services LLC, based in Miami, FL, with 14 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 90 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.40% to 1.00%, depending on the size and complexity of the client. Discounts, not generally available to advisory clients, may be offered to family members and friends of associated persons of our firm. Stelac retains the discretion to negotiate alternative fees on a client-by-client basis.
Fee Estimator
Location
999 Brickell Ave, Suite 560, 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.
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Ricardo is a member of the board of directors and owns 12-15% of the shares of C. Hellmund & Co., a wholesaler/distributor of consumer electronic products in Venezuela, since 1998. He dedicates minimal time per quarter to this supervisory role, with no time spent during trading hours.
Employment History
Current Registrations
Stelac Advisory Services LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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