Fernando Gimenez is a registered investment advisor at Prime Fiduciary, based in Miami, FL, with 6 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Miami, FL
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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 ActivitiesSells Insurance
Fernando is the Owner & Managing Director of Primefid Management, providing legal and business advisory services related to wealth planning for clients in Brazil, dedicating a few hours per week. He also provides advisory services to clients in Brazil through Fitzwilliams Wealth Management, Inc. about 10-20% of his time, and sells insurance through Fitzwilliams Financial Inc a few hours per week.
Employment History
Current Registrations
Prime Fiduciary
Fitzwilliams Wealth Management INC.
Primefid 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.