Miguel Cortes is a registered investment advisor at L 1 Global Wealth LLC, based in Coconut Grove, FL, with 9 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 17 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
L 1 Global Wealth charges a percentage of your portfolio each year, ranging from 0.20% to 1.00%. The investment management fee is negotiable depending on factors such as the size of the account and the complexity of services provided. The fee is billed in advance of each calendar quarter and is typically debited from the client's custodial account.
Location
2601 S Bayshore Dr., Unit 100, Coconut Grove, FL, 33133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
L 1 Global Wealth LLC
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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