Augusto Trinidad
Augusto Trinidad is a registered investment advisor at Precise Investment Management, INC., based in Miami, FL, with 12 years of industry experience. Augusto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 40 clients with $190M 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 |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.75% to 2.00% for single managed accounts and 0.75% to 1.50% for structured and focus programs, with a maximum total program fee of 3.00%. Fees are negotiable.
Fee Estimator
Location
777 Brickell Ave., Suite 586, Miami, FL, 33131
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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
Augusto provides hedging solutions for institutional clients through Prytaneum Advisors, dedicating about 10-20% of his time. He also has passive investments in Woosh SA, Silkroad Sociedad Anonima, and Paramex Trade SRL, requiring minimal time commitment.
Employment History
Current Registrations
Precise Investment Management, INC.
Insight Securities, INC.
Insight Securities, INC.
Insight Securities, INC.Broker
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insight Securities, INC.
Insight Securities, INC.Broker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Northeast Asset Management, INC.
Northeast Securities, INC.Broker
State Registrations2 states
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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