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Daniella Viete

Maximai Investment Partners, LLC
14 Years of Experience
Coral Gables, FL
View SEC Summary
View SEC Summary

Daniella Viete is a CFA-designated registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 14 years of industry experience. Daniella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 171 clients with $700M in assets under management.

Maximai Investment Partners, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
171 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$695.8M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Portfolio management fees range from 0.50% to 2.00% of the value of assets in your account, depending on scope and complexity. Fees are negotiable for accounts over $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 S. Dixie Hwy, Suite 301, Coral Gables, FL, 33146

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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

Daniella is the Chief Operating Officer at Maximai Investment Partners, dedicating nearly full-time hours to this role. She also manages several passive investment entities (DVDLR LLC, TYWYN LLC, KROO NEOBANK, and ROLLA LABS INC.) but spends minimal time on these activities.

Employment History
Current Registrations
Maximai Investment Partners, LLC
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Insigneo Securities, LLCBroker
September 2016 - December 2019 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - September 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - September 2016 · 4 yrs 1 mo
Chase Investment Services CORP.Broker
March 2012 - July 2012 · 4 mos
State Registrations2 states
FLTX
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.
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