IH
IH
Issa Hurtado
3 Years of Experience
Miami, FL
1 DisclosureBroker
Issa Hurtado is a registered investment advisor at Mariva Global Asset Management, LLC, based in Miami, FL, with 3 years of industry experience. Issa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
153 clients
Average Client Portfolio
$843K average
Assets Under Management
$129.0M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
150 SE 2nd Ave, Ph 3, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Financial
July 2020Final
Employment History
Current Registrations
Mariva Global Asset Management, LLC
August 2025 - Present · 9 mos
Mariva Capital Markets, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Creand SecuritiesBroker
October 2022 - November 2022 · 1 mo
State Registrations3 states
CADEFL
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.