FC
CFA
FC
CFA

Francis Claro

13 Years of Experience
Miami, FL

Francis Claro is a CFA-designated registered investment advisor at Contrast Capital Management, LLC, based in Miami, FL, with 13 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $57M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
20 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$56.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable. Clients investing in the Contrast Capital Fund will not pay investment advisory fees to Contrast Capital on those assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1688 Meridian Ave, 7th Floor, Miami, FL, 33139

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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

Francis is a managing member of Contrast Capital Fund Manager, LLC, an entity serving as the general partner of Contrast Capital Fund, LLC, and is also the general partner of Contrast Capital Fund, LLC. He dedicates minimal time to each role.

Employment History
Current Registrations
Contrast Capital Management, LLC
May 2012 - Present · 14 yrs
State Registrations2 states
FLMA
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.