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Matias Benitez

1 Year of Experience
Miami, FL

Matias Benitez is a registered investment advisor at Innova Advisors, based in Miami, FL, with 1 years of industry experience. Matias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 16 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
16 clients
Average Client Portfolio
$13.3M average
Assets Under Management
$212.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Innova Advisors' fees for managing your investments are a percentage of the total value of your account, typically between 0.75% and 2% per year. All fees are negotiable. The fee is calculated monthly and paid quarterly. You may pay more or less than other clients depending on your circumstances and the level of service you receive.

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Location

1110 Brickell Avenue, Suite 802, Miami, FL, 33131

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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
Innova Advisors
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.