Carlos Machado is a registered investment advisor at Harbor Ithaka, based in Aventura, FL, with 11 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 43 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Advisory fees range from 0.50% to 2.20% per year depending on the type of investor. Non-professional clients under $2,500,000 are subject to a minimum fee of $25,000 per year. Professional clients are charged on a case-by-case basis.
Fee Estimator
Location
19505 Biscayne Boulevard, Suite 2350, Aventura, FL, 33180
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Carlos is the owner of Skytrust Advisors LLC, which was created in May 2019. He dedicates a few hours per week to this entity.
Employment History
Current Registrations
Harbor Ithaka
State Registrations1 state
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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