Gustavo Lugo is a registered investment advisor at Mellig Group, LLC, based in Miami, FL, with 6 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 103 clients with $98M 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 | 2.00% |
| $2.0M - $4.0M | 1.71% |
| $4.0M - $8.0M | 1.61% |
| $8.0M - $16.0M | 1.51% |
| $16.0M - $32.0M | 1.41% |
| $32M+ | 1.21% |
These are the maximum fees for discretionary management. Non-discretionary management fees are lower. There is a minimum monthly fee of $100.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gustavo is the proprietor of Holding Inversiones Spot Market M.I. C.A., which owns 50% of AgroInvest Casa de Bolsa de Productos Agricolas C.A. He is also a registered broker at the Venezuelan securities agency and owner of Avila Advisors LLC and Grupo GOD Investments Inc., both holding companies.
Employment History
Current Registrations
Mellig Group, LLC
State Registrations1 state
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