Carlos Klemprer is a registered investment advisor at Sancus Wealth Management LLC, based in Miami, FL, with 10 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 17 clients with $6.3M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2000 South Dixie Highway, Suite 110, Miami, FL, 33133
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is a managing member of Cameruco LLC, Sotosianlink LLC, and Crefin LLC, holding companies for family investment, and co-manages Klerente Holdings LLC for estate planning. He also serves as a registered agent for La Sopa de Letras LLC, a family-owned business promoting reading events and selling books, dedicating minimal time to these activities.
Employment History
Current Registrations
Sancus Wealth Management LLC
Previous Registrations
Avanza Capital Markets INC.Broker
State Registrations2 states
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