Diego Briceno is a registered investment advisor at Unimar, based in Miami, FL, with 8 years of industry experience. Diego 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 43 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Location
1450 Brickell Avenue, Suite 2160, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diego is a co-owner of Snack & Crave LLC since 2017, focusing on sales, planning, and forecasting. He dedicates about 10-20% of his time to this business outside of securities trading hours.
Employment History
Current Registrations
Unimar
State Registrations1 state
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