| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
Av. Circunvalacion Del Sol, Centro Prof. Sta.Paula, Torre A, Piso 1, Oficina 12, Caracas
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Gustavo works as a consultant for Selected Assets Management Co, providing advisory services for foreign clients regarding various assets and investments since 2013. This takes about a quarter of his time, with minimal time spent during trading hours.