Federico Telesca is a registered investment advisor at Balanz, based in Coral Gables, FL, with 5 years of industry experience. Federico is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory accounts are subject to an annual advisory fee of 1.00% on assets under management. Fees are negotiable.
Fee Estimator
Location
2811 Ponce De Leon Blvd., Suite 710, Coral Gables, FL, 33134
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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 →Employment History
Current Registrations
Balanz
Balanz Capital USA LLCBroker
Previous Registrations
Puente Asesoramiento De Inversiones, LLC
Puente Servicios Financieros LLCBroker
State Registrations2 states
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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