Grace Arkalji
Grace Arkalji is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 5 years of industry experience. Grace 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 479 clients with $2.3B 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 | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Rates shown apply to discretionary accounts opened prior to the fourth quarter of 2025. Accounts opened on or after Q4 2025 generally charge a fixed annual fee of up to 1.50% for discretionary accounts and up to 1.20% for non-discretionary accounts. Non-discretionary accounts opened prior to Q4 2025 have a separate tiered schedule ranging from 1.20% to 0.75%. All fees are negotiable.
Fee Estimator
Location
701 Brickell Avenue, Suite 1310, 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
Grace is the President/shareholder of MPGA Family Office Investments LLC, managing real estate for the Arkalji family, dedicating about 10-20% of her time. She is also a shareholder in TR507 LLC and Goldfish 18 LLC, family real estate companies, with passive involvement, and a Real Estate Associate at Podium Realty Group Inc.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital International
Efg Capital InternationalBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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