Daniella Viete is a CFA-designated registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 13 years of industry experience. Daniella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 282 clients with $540M 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 | 0.50% |
Fee ranges from 0.50% to 2.00% and is negotiable for accounts over $10 million. In some cases, MAXIMAI charges performance fees.
Fee Estimator
Location
500 S. Dixie Hwy, Suites 301 305, Coral Gables, FL, 33146
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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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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
Previous Registrations
Insigneo Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
State Registrations2 states
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.