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Fernando Germana

6 Years of Experience
Miami, FL

Fernando Germana is a registered investment advisor at Germana Capital LLC, based in Miami, FL, with 6 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2 clients with $2.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.7M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Qualified clients may pay a maximum of 20% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1001 Brickell Bay Dr, Suite 2727, Miami, FL, 33131

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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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Other Business Activities

Fernando is the Vice President of a non-operating family-owned company and CEO of EGEO Global Corp, an import-export company. He is also a manager member of Carfer Fusion LLC and a passive investor in a beauty salon, dedicating minimal time to these activities outside of trading hours.

Employment History
Current Registrations
Germana Capital LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Siebert Advisornxt, INC.
September 2019 - September 2020 · 1 yr
Muriel Siebert & CO., INC.Broker
September 2019 - September 2020 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - July 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - July 2019 · 2 yrs 1 mo
State Registrations2 states
FLTX
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.
Fernando Germana - Financial Advisor | TrueAdvisor