Ramiro Pares
Ramiro Pares is a registered investment advisor at Precise Investment Management, INC., based in Coral Gables, FL, with 14 years of industry experience. Ramiro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.75% to 2.00% for single managed accounts and 0.75% to 1.50% for structured and focus programs, with a maximum total program fee of 3.00%. Fees are negotiable.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
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
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