| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are negotiable.
2000 South Dixie Highway, Suite 110, Miami, FL, 33133
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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 →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.