Ricardo Fernandez is a registered investment advisor at Css Capital Advisory LLC, based in Miami, FL, with 3 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSS Capital Advisory's fees are negotiable and will not exceed 2.00% annually. The fee is calculated quarterly based on the average month-end account value. CSS may impose a minimum quarterly fee of $500 for small non-discretionary accounts or a minimum annual fee of $3,000 for small discretionary accounts, or negotiate a flat fee. Fees are paid quarterly in arrears.
Location
40 SW 13th Street, Suite 201-B, Miami, FL, 33130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ricardo is the founder of First Global US Finance LLC, dedicating nearly full-time hours to investment consultancy and business development. He also holds membership or shareholder positions in several other LLCs involved in real estate, financial consulting, lending, and private lending, but spends minimal to no time on these activities.
Employment History
Current Registrations
Css Capital Advisory LLC
State Registrations1 state
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