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Eduardo Sosa

2 Years of Experience
Miami, FL
1 Disclosure

Eduardo Sosa is a registered investment advisor at Solidus Advisors LLC, based in Miami, FL, with 2 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Solidus Advisors manages investment portfolios for private funds and separately managed accounts. Fees for wealth management may range from 0.75% to 1.5% per year, paid monthly or quarterly, based on the value of the assets in the account. Performance-based fees may also apply. Fees for managing private funds may range from 0.50% to 2.00% per year, paid monthly, quarterly, or periodically, based on the value of the fund. Negotiated fees may differ from the stated ranges. Non-professional clients may be charged both account-level advisory fees and asset management fees by the funds managed by Solidus Advisors.

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Location

800 Brickell Ave., 4th Floor, Suite 408, Miami, FL, 33131-2974

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History

Regulatory History (1)
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Criminal
May 2010
Final Disposition
Employment History
Current Registrations
Solidus Advisors LLC
August 2025 - Present · 9 mos
Previous Registrations
Solidus Advisors
November 2022 - December 2023 · 1 yr 1 mo
Harbor Ithaka
March 2021 - April 2022 · 1 yr 1 mo
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.