Arturo Munoz is a CFA-designated registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 9 years of industry experience. Arturo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 509 clients with $870M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fee of up to 20%.
Fee Estimator
Location
201 S. Biscayne Blvd., Suite 1100, 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
Since March 2022, Arturo works with Maplebeas Inc., a delivery services company. This takes up approximately 65 hours a month during non-trading hours.
Employment History
Current Registrations
Andbanc Advisory LLC
Andbanc Brokerage, LLCBroker
Previous Registrations
Amerant Investments, INC.Broker
State Registrations1 state
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