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Carme Vallve

5 Years of Experience
Miami, FL

Carme Vallve is a registered investment advisor at Amicorp Wealth Services, based in Miami, FL, with 5 years of industry experience. Carme operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$10.1M average
Assets Under Management
$172.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.70%
$5.0M - $10.0M0.80%
$10M+0.50%

Fees may be negotiable on a case-by-case basis.

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

3050 Biscayne Boulevard, Suite 501, Miami, FL, 33137

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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

Carme is a managing director at GVC Gaesco Group, dedicating about 10-20% of their time. They also serve as a compliance advisor for Investment Management LLC and hold independent board member positions at PARLEM Telecom and ICF, along with being a member of the "Comision Economica Estrategica" at Futbol Club Barcelona, each requiring minimal time.

Employment History
Current Registrations
Amicorp Wealth Services
October 2024 - Present · 1 yr 7 mos
My Investment Path
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Activa Capital
March 2022 - February 2024 · 1 yr 11 mos
Ceres Global Advisory
May 2020 - September 2022 · 2 yrs 4 mos
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.
Carme Vallve - Financial Advisor | TrueAdvisor