Agustin Etcheverry
Agustin Etcheverry is a registered investment advisor at Shellman Investment Management, LLC, based in Coral Gables, 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. Their firm serves 110 clients with $160M 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 | 1.22% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.50% |
Associated Persons of the firm receive a 50% discount of advisory fees. Fees are not negotiable.
Fee Estimator
Location
2525 Ponce De Leon Blvd, #300, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shellman Investment Management, LLC
State Registrations1 state
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