| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
1450 Brickell Avenue, Suite 2910, Miami, FL, 33131
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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 →Eduardo works as a CNB Banker for a firm under common control, Bci Group of Companies, at the Brickell location. This non-investment activity takes about 10-20% of Eduardo's time.