VM
VM

Victor Mecozzi

9 Years of Experience
Miami, FL
Broker

Victor Mecozzi is a registered investment advisor at Brasil Plural Investment Advisor LLC, based in Miami, FL, with 9 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 203 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
203 clients
Average Client Portfolio
$515K average
Assets Under Management
$104.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.40%
$100K - $300K1.00%
$300K - $600K0.90%
$600K - $1000K0.75%
$1.0M - $2.5M0.65%
$2.5M - $6.0M0.50%
$6.0M - $10.0M0.40%
$10M+0.35%

All fees are negotiable.

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

2601 S. Bayshore Drive, Suite 1205, Miami, FL, 33133

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brasil Plural Investment Advisor LLC
November 2019 - Present · 6 yrs 6 mos
Brasil Plural Securities LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Brasil Plural Investment Advisor LLC
November 2019 - December 2020 · 1 yr 1 mo
T3 Trading Group, LLCBroker
November 2018 - March 2019 · 4 mos
Itau International Securities INC.
February 2018 - September 2018 · 7 mos
Itau International Securities INC.Broker
May 2016 - September 2018 · 2 yrs 4 mos
State Registrations6 states
CACTFLMANYWA
AdvisorBrokerBoth

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.