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Andres Diez

3 Years of Experience
Coral Gables, FL

Andres Diez is a registered investment advisor at Dragus Capital, LLC, based in Coral Gables, FL, with 3 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 82 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
82 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$208.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Dragus may negotiate to charge a fixed fee or lesser management fee based upon certain criteria.

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

2121 Ponce De Leon Boulevard, Suite 720, Coral Gables, FL, 33134

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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

Andres manages real estate properties through Polsan Capital Group LLC since February 2022. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Dragus Capital, LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
FL
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.
Andres Diez - Financial Advisor | TrueAdvisor