Jose Navarro is a registered investment advisor at Lafise Global Advisors LLC, based in Miami, FL, with 5 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $540M 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 | 1.70% |
Fees are negotiable depending on the nature and complexity of managing the client’s account(s), considering the specific services selected, type of client, and location.
Fee Estimator
Location
2340 S. Dixie Highway, Miami, FL, 33133
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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
Jose is a portfolio manager for Lafise Group Panama Inc., a banking business, dedicating minimal time to investment committees and portfolio management duties. He also spends minimal time managing Emerald Point, a holding company for personal assets.
Employment History
Current Registrations
Lafise Global Advisors LLC
Lafise Securities LLCBroker
Previous Registrations
Lafise Securities Corporation
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.