Carlos Klemprer is a registered investment advisor at Sancus Wealth Management LLC, based in Miami, FL, with 11 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 16 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sancus Wealth Management charges fees based on a percentage of the value of your portfolio, as well as fixed fees, hourly fees, and financial planning fees. Exact pricing depends on the complexity of your situation, the size of your account, and your overall relationship with the firm.
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
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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