Ana Arguello is a CFP-designated registered investment advisor at Azzendo Wealth Advisors, based in Coral Gables, FL, with 10 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 245 clients with $300M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees are negotiable. For relationships over $5 million, a separate tiered schedule applies. Accounts over $20 million have negotiable fees.
Fee Estimator
Location
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL, 33134
Get directionsHistory
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 →Employment History
Current Registrations
Azzendo Wealth Advisors
State Registrations1 state
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.
Exams
More Advisors
- Louis Carpenter, CFPAzzendo Wealth Advisors
- Catherina Pareto, CFPAzzendo Wealth Advisors
- Molly Baumberger, CFPEton Advisors
- Katherine Sojo-Trujillo, CFPEvensky & Katz/foldes Wealth Management
- Daniel Orona, CFPStonewealth Advisors, LLC
- William Neubauer, CFPComprehensive Money Management Services LLC