Carlos Diez is a registered investment advisor at Marketgrader Capital, LLC, based in Coral Gables, FL, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable. MGC may group multiple accounts of one client relationship together for purposes of calculating the fee, or MGC may not charge a fee to small accounts of a client because of the fee the client is paying on the total relationship. MGC reserves the right to negotiate fees with clients, and may charge higher or lower fees than those described above.
Fee Estimator
Location
2701 Ponce De Leon, Suite 202, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marketgrader Capital, LLC
State Registrations1 state
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