Federico Gutierrez is a registered investment advisor at Latin Securities INC, based in Miami, FL, with 4 years of industry experience. Federico is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 37 clients with $49M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable at the discretion of the firm. Related household accounts are combined for fee calculation purposes.
Fee Estimator
Location
100 SE 2nd Street, Suite #3975, Miami, FL, 33131
Get directionsHistory
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 →Employment History
Current Registrations
Latin Securities INC
Latin Securities INC.Broker
State Registrations9 states
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
More Advisors
- Damian Riavitz, CFALatin Securities INC
- Sebastian Ramirez, CFALatin Securities INC
- Jose Trejo, CFABrainvest Wealth Management LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Blake Calligaro, CFP, ChFCLPL Financial LLC
- Jorge Alvarez, CFPTruist Advisory Services, INC.