Francisco Diaz is a registered investment advisor at Founders Family Office, based in Miami, FL, with 9 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 8 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.70% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.40% |
| $200.0M - $300.0M | 0.30% |
| $300M+ | 0.30% |
Fees are negotiable for accounts over $300,000,000.
Fee Estimator
Location
98 SE 7th St, Suite 620, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Francisco is the sole Authorized Member Representative for Tarpumbay Capital, LLC, a Florida Limited Liability Company used for tax planning purposes. The company is not engaged in any investment-related business.
Employment History
Current Registrations
Founders Family Office
Previous Registrations
Skyforest Capital, LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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