Pablo Matte is a registered investment advisor at Inversiones Sura, based in Miami, FL, with 3 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SURA charges an annual fee, negotiated per client, up to 2.00% based on the complexity of the portfolio and individual needs. Fees are calculated as a percentage of the value of your investments and charged quarterly. You can terminate the agreement at any time with reasonable notice.
Location
1395 Brickell Avenue, Suite 800, 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.
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Pablo is a manager/member of MAFER Florida Investment LLC and MAFER FL INV ONE LLC, both personal investment companies, dedicating minimal time and receiving no compensation. He is also a member of MAFER FL INV II LLC, a commercial cleaning company, dedicating minimal time and receiving no compensation.
Employment History
Current Registrations
Inversiones Sura
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.