MF
MF

Milagros Fleurquin

9 Years of Experience
Miami, FL

Milagros Fleurquin is a registered investment advisor at Aqua Advisors LLC, based in Miami, FL, with 9 years of industry experience. Milagros operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$221.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Aqua Advisors typically charges an annual management fee ranging from 0.25% to 2.00% of the average value of your portfolio. The specific fee is established in your agreement with Aqua and is negotiable. Fees are deducted or billed quarterly in arrears. You may pay more or less than similar clients depending on your circumstances.

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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aqua Advisors LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Aqua Advisors LLC
February 2017 - November 2017 · 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Milagros Fleurquin - Financial Advisor | TrueAdvisor