Catalina Sanchez
Catalina Sanchez is a registered investment advisor at Cibest Capital Advisory Services LLC, based in Miami, FL, with 10 years of industry experience. Catalina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 263 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cibest Capital charges an annual management fee based on a percentage of your portfolio's value, ranging from 0.40% to 3.00%. The exact fee is negotiable and will be outlined in your agreement. If a sub-advisor is used, you won't pay a separate fee to them; Cibest Capital will share a portion of their fee with the sub-advisor. Some of Cibest's advisors also receive additional compensation from mutual fund companies in the form of referral fees and rebates/trailer fees.
Location
1221 Brickell Avenue, Suite 2010, 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
Catalina works as a financial advisor for Bancolombia Capital Advisers, LLC since May 2023. This activity takes about 10-20% of Catalina's time.
Employment History
Current Registrations
Cibest Capital Advisory Services LLC
Cibest Capital Securities, LLC
Cibest Capital Securities, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citi International Financial Services LLCBroker
Citi International Financial Services LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations9 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.