LA
LA

Luis Apelfeld

3 Years of Experience
Miami, FL

Luis Apelfeld is a registered investment advisor at Brasil Plural Investment Advisor LLC, based in Miami, FL, with 3 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 203 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
203 clients
Average Client Portfolio
$515K average
Assets Under Management
$104.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.40%
$100K - $300K1.00%
$300K - $600K0.90%
$600K - $1000K0.75%
$1.0M - $2.5M0.65%
$2.5M - $6.0M0.50%
$6.0M - $10.0M0.40%
$10M+0.35%

All fees are negotiable.

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

2601 S. Bayshore Dr., Suite 1205, Miami, FL, 33133

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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

Luis works as an intern at L&S Investment Advisors, dedicating about half his time to this role.

Employment History
Current Registrations
Brasil Plural Investment Advisor LLC
June 2023 - Present · 2 yrs 11 mos
L&s Investment Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations2 states
FLNY
Advisor

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.