MC
MC

Miguel Garcia Cardona

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
17 clients
Average Client Portfolio
$368K average
Assets Under Management
$6.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Fees are negotiable.

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

2000 South Dixie Highway, Suite 110, Miami, FL, 33133

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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 ActivitiesSells Insurance

Miguel is the director of Scuadra Life LLC (offering insurance services), Scuadra Partner LLC, and Montcabrer LLC (a business consulting firm). He dedicates at least half of his time to Scuadra Life LLC and a few hours per week to Montcabrer.

Employment History
Current Registrations
Sancus Wealth Management LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Clout Capital Advisors LLC
March 2021 - June 2023 · 2 yrs 3 mos
Harbor Ithaka
March 2018 - July 2021 · 3 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Miguel Garcia Cardona - Financial Advisor | TrueAdvisor