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Samuel Vita

2 Years of Experience
Miami, FL
Broker

Samuel Vita is a registered investment advisor at Miura Investment Advisors, INC, based in Miami, FL, with 2 years of industry experience. Samuel 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. Their firm serves 191 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
191 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$391.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Annual asset management fees range from 0.50% to 2.50% of the account balance. Fees are billed quarterly in arrears and are negotiable based on asset size, investment range, and complexity. A one-time $250 setup fee applies. Performance fees of 5% to 20% of gains may apply for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1395 Brickell Ave, Suite 1560, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Samuel works as an investment advisor for Miura Investment Advisors, Inc. since November 2024. This takes nearly all of Samuel's time during trading hours.

Employment History
Current Registrations
Miura Investment Advisors, INC
December 2024 - Present · 1 yr 10 mos
Miura Capital, LLCBroker
August 2024 - Present · 2 yrs 2 mos
State Registrations6 states
CADEFLKSOHWY
AdvisorBrokerBoth

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.
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