JM
JM

Javier Minana

2 Years of Experience
Aventura, FL

Javier Minana is a registered investment advisor at Harbor Ithaka, based in Aventura, FL, with 2 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 43 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
43 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$171.2M

Fee Structure

Minimum Investment:$2.5M
Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M+1.00%

Advisory fees range from 0.50% to 2.20% per year depending on the type of investor. Non-professional clients under $2,500,000 are subject to a minimum fee of $25,000 per year. Professional clients are charged on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19505 Biscayne Boulevard, Suite 2350, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harbor Ithaka
January 2024 - Present · 2 yrs 9 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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