Renato Morzan is a registered investment advisor at Seaview Investment Managers LLC, based in Coral Gables, FL, with 2 years of industry experience. Renato operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 81 clients with $1.4B in assets under management.
Seaview Investment Managers charges an annual fee based on a percentage of the value of your portfolio. The fee schedule varies depending on the size of your account:
The firm generally requires a minimum portfolio value of $100,000 to open an account, and a minimum annual fee of 0.75%, though these requirements may be waived at the firm's discretion. Fees can be billed quarterly in advance or monthly or quarterly in arrears.
2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134
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