Ramiro Pares is a registered investment advisor at Precise Investment Management, INC., based in Coral Gables, FL, with 13 years of industry experience. Ramiro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precise Investment Management charges a percentage of your portfolio's value annually for their single managed accounts. The advisory fees range from 0.75% to 2.00%, but are negotiable based on the client relationship and the size of the account. Fees are billed quarterly, in advance. For the Precise Worldview Focus and Structured Programs, the advisory fees range from 0.75% to 1.50%, also negotiable, but will not exceed 3% of the portfolio assets under management per year.
Location
121 Alhambra Plaza, Floor 10, Office 67, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ramiro is the sole member of CALOP LLC, used to manage expenses related to his brokerage business. He also has 33.3% ownership in PDG Ventures LLC, which manages expenses and repairs of a boat, requiring minimal time.
Employment History
Current Registrations
Precise Investment Management, INC.
Insight Securities, INC.
Insight Securities, INC.Broker
Previous Registrations
Activa Capital Markets, INC.Broker
State Registrations7 states
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