Luigi Cattaneo is a CFA-designated registered investment advisor at Css Capital Advisory LLC, based in Miami, FL, with 11 years of industry experience. Luigi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSS Capital Advisory's fees are negotiable and will not exceed 2.00% annually. The fee is calculated quarterly based on the average month-end account value. CSS may impose a minimum quarterly fee of $500 for small non-discretionary accounts or a minimum annual fee of $3,000 for small discretionary accounts, or negotiate a flat fee. Fees are paid quarterly in arrears.
Location
40 SW 13th Street, Suite 201-B, Miami, FL, 33130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luigi is involved with Aeneas Corp Services LLC in Miami, FL, receiving distributions of profits. This activity is not investment-related.
Employment History
Current Registrations
Css Capital Advisory LLC
Previous Registrations
Focus Investment Advisors, LLC
State Registrations2 states
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