Emilio Volz is a registered investment advisor at Saint Joseph Advisors LLC, based in Miami, FL, with 2 years of industry experience. Emilio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
150 SE 2nd Avenue, Suite 505, Miami, FL, 33131
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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
Emilio is the CEO of Saint Joseph Group, a multi-family office working with Latin American clients. He dedicates about 10-20% of his time to directing business growth, managing client relationships, and managing employee task forces for this investment-related activity.
Employment History
Current Registrations
Saint Joseph Advisors LLC
State Registrations1 state
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