Arturo Munoz is a CFA-designated registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 9 years of industry experience. Arturo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 472 clients with $810M 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 and subject to a minimum fee of $500 per quarter. Certain qualified or non-U.S. investor portfolios may also be subject to a 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
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
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