Enzo Elia is a registered investment advisor at J. Safra Asset Management Corporation, based in Aventura, FL, with 1 years of industry experience. Enzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,955 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
2,955 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.

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Location

21500 Biscayne Boulevard - Suite #503, 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
J. Safra Asset Management Corporation
September 2024 - Present · 1 yr 7 mos
State Registrations2 states
FLNY
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.