Ramon Muchacho is a registered investment advisor at Barnett Capital Advisors LLC, based in Miami, FL, with 6 years of industry experience. Ramon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $120M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
All advisory fees are negotiable. Assets held by Interactive Brokers have management fees calculated based on an average daily balance and are paid either monthly or quarterly in arrears.
Fee Estimator
Location
444 Brickell Ave, Suite 820, Miami, FL, 33131
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ramon is the president of Laceiba Social Media Blog, responsible for updates. He spends significantly more than full-time hours per month on this activity outside of trading hours, earning 1% of his yearly compensation from it.
Employment History
Current Registrations
Barnett Capital Advisors LLC
Previous Registrations
Barnett Capital Advisors LLC
State Registrations1 state
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.