Philippe Preite is a CFA-designated registered investment advisor at In on Capital, based in Miami, FL, with 2 years of industry experience. Philippe 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 48 clients with $390M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
777 Brickell Avenue, Suite 500, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Philippe is a board member at Bacalia, a financial services firm, since 2020, dedicating minimal time. He is also the CIO of Miura Capital, another financial services firm, dedicating about 10-20% of his time, and the CEO of Sentosa & Co., a financial services consulting firm, dedicating nearly full-time hours.
Employment History
Current Registrations
In on Capital
State Registrations1 state
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