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Javier Ambles

10 Years of Experience
Miami, FL

Javier Ambles is a registered investment advisor at Klosters Capital, based in Miami, FL, with 10 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$9.6M average
Assets Under Management
$432.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

Clients may negotiate the fees they agree to pay.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

848 Brickell Avenue, Suite 750, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Javier is a Member and Director of Abetos LLC, a personal holding company, and indirect shareholder/President of Klosters Capital Espana EAF SA, a financial advisory firm for Spanish businesses/individuals. He spends minimal time on Abetos LLC and about 10-20% of his time on Klosters Capital Espana EAF SA.

Employment History
Current Registrations
Klosters Capital
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Andbanc Advisory LLC
July 2015 - August 2016 · 1 yr 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.