Carlos Samuel Hermida

Cela Wealth Management

12 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Cela Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

79 clients

Average Client Portfolio

$624K average

Assets Under Management

$49.3M

Fee Structure

Minimum Investment:$750K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.80%
$5M+	0.50%

Fees are negotiable based on various factors.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8950 SW 74th Court, Suite 2213, Miami, FL, 33156

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History

Regulatory History (1)

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Financial

June 2024

Final

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Employment History

Current Registrations

Cela Wealth Management

May 2013 - Present · 12 yrs 9 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.