Carlos Hermida is a registered investment advisor at Cela Wealth Management, based in Miami, FL, with 13 years of industry experience. Carlos 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, Insurance Planning, and 3 more. Their firm serves 87 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on the advisor, client type, portfolio complexity, and asset composition. Financial planning is included at no extra charge for accounts over $1 million.
Fee Estimator
Location
8950 SW 74th Court, Suite 2213, Miami, FL, 33156
Get directionsHistory
Regulatory History (1)
Financial
June 2024Employment History
Current Registrations
Cela Wealth Management
State Registrations2 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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