Carlos Garcia is a registered investment advisor at Finhabits Advisors, LLC, based in New York, NY, with 9 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 34,671 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Finhabits charges fees in two ways:
- Platform Subscription: A monthly fee of $10 or a yearly fee of $99 grants access to three accounts and premium content.
- Asset Management Fee: If your combined monthly balance across all accounts is at least $12,000, the asset management fee is 1.00% per year, charged monthly. This fee is only charged on account values between $0 and $100,000. If the combined value exceeds $100,000, Finhabits calculates the fee using a portfolio value of $100,000.
Location
413 W 14th Street, Suite 200, New York, NY, 10014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Finhabits Advisors, LLC
State Registrations1 state
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