Agustin Pozzoli is a registered investment advisor at Bt Valo, based in Miami, FL, with 2 years of industry experience. Agustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending on factors such as the amount, type and complexity of the asset management services provided, the nature and complexity of the assets being managed, the level of administration requested either directly or assumed by the client, among others.
Fee Estimator
Location
600 Brickell Avenue, Suite 1775, 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.
Learn about disclosures →Other Business Activities
Agustin is a relationship manager and investment advisor at Blacktoro LLC. This activity is investment-related and takes nearly all of his time.
Employment History
Current Registrations
Black Toro LLC
Previous Registrations
Bt Valo
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.