Noelia Povedano is a CFA-designated registered investment advisor at Creand Management, based in Miami, FL, with 13 years of industry experience. Noelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 140 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
Location
777 Brickell Avenue, Suite 1201, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Noelia's spouse owns ORA Financial Services LLC, where she is listed as manager but dedicates no time and receives no compensation. She is also the CEO of Creand Management, an affiliated RIA, and allocates her time proportionally between Creand Securities and Creand Management.
Employment History
Current Registrations
Creand Management
Creand SecuritiesBroker
State Registrations1 state
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