PB
PB

Paulina Berrutti

7 Years of Experience
Miami, FL
Broker

Paulina Berrutti is a registered investment advisor at Latin Securities INC, based in Miami, FL, with 7 years of industry experience. Paulina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 37 clients with $49M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
37 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$48.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees may be negotiable at the discretion of the firm. Related household accounts are combined for fee calculation purposes.

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

100 SE 2nd Street, Suite #3975, 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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Employment History
Current Registrations
Latin Securities INC
October 2024 - Present · 2 yrs
Latin Securities INC.Broker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Bolton Global CapitalBroker
February 2019 - February 2024 · 5 yrs
State Registrations3 states
CAFLIL
AdvisorBrokerBoth

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.
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