Gioconda Sebastiani
Gioconda Sebastiani is a registered investment advisor at Lifeinvest Wealth Management, LTD, based in Miami, FL, with 7 years of industry experience. Gioconda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 366 clients with $450M 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 $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Location
1110 Brickell Avenue, Suite 210-A, Miami, FL, 33131-3136
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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
Gioconda is a director at Fivestation LLC, a transportation company, since 2015. She also dedicates nearly full-time hours to LifeInvest Wealth Management LLC and spends about 10-20% of her time as a Registered Representative at Portfolio Resources International Group. Additionally, Gioconda spends minimal time as a director and owner/administrator at Here and Now Management Corp, a management company.
Employment History
Current Registrations
Lifeinvest Wealth Management, LTD
Portfolio Resources Group, INC.
Portfolio Resources Group, INC.Broker
Previous Registrations
Portfolio Resources Group, INC.Broker
State Registrations3 states
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