Federico Flom is a registered investment advisor at Methodica Investment Management LLC, based in Aventura, FL, with 8 years of industry experience. Federico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $28M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Clients may also pay a performance-based fee in addition to the standard advisory fee. The performance-based fee is based on the “Hurdle Rate Method,” where the Adviser gets compensated if and only if the Adviser generates a rate of return, on an annual basis, in excess of a negotiated hurdle rate, which is currently 2%. The performance fee is paid after a calendar year if and only if the portfolio’s performance crosses this hurdle, and when it does so, the Adviser receives 15% of the returns in excess of the hurdle rate.
Fee Estimator
Location
Aventura, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Federico is employed by FNY Capital as an analyst, dedicating full-time hours to researching investments and analyzing fundamental values since 2016.
Employment History
Current Registrations
Methodica Investment Management LLC
State Registrations1 state
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