Santiago Zaldivar is a registered investment advisor at Founders Family Office, based in Miami, FL, with 9 years of industry experience. Santiago 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
Santiago is a partial owner of Alke Partners LLC, an LLC formed to potentially acquire a business, and a sole member of House 3685 LLC, a real estate investment company, both requiring minimal time commitment. He also provides business consulting services, dedicating minimal time to this activity.
Employment History
Current Registrations
Founders Family Office
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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