Gustavo Farhat is a registered investment advisor at Sunstate Wealth Management LLC, based in Coral Gables, FL, with 13 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunstate Wealth Management offers several investment management options:
- Asset Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Wrap Fee Program: Clients pay a single, asset-based fee that covers advisory, custody, and most transaction costs. The maximum annual wrap fee will not exceed 2.00% of account value, billed quarterly in advance.
Location
2901 S Lejeune Road, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sunstate Wealth Management LLC
Previous Registrations
Btg Pactual US Capital, LLCBroker
Brasil Plural Investment Advisor LLC
Brasil Plural Securities LLCBroker
Xp Securities, LLCBroker
Global Investor Services, L.C.Broker
Tradewire Securities LLCBroker
Tradewire Securities LLCBroker
State Registrations1 state
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