Emilio Charinga
Emilio Charinga is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Coral Gables, FL, with 4 years of industry experience. Emilio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
2600 Douglas Rd, Ste 1109, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2025Judgment / Lien
November 2024Financial
May 2023Judgment / Lien
May 2023Financial
May 2023Judgment / Lien
May 2012Other Business ActivitiesSells Insurance
Emilio is an insurance agent since February 2023, selling life insurance, health insurance, annuities, and final expense products, dedicating a full-time equivalent during trading hours. Emilio also drives for Uber Technologies Inc. for a few hours per week outside of trading hours and participates in Mutual of Omaha Mortgage Lead Incentive Program for minimal time.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
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.