Leonardo Zepeda-Gutierrez is a registered investment advisor at Consultiva Wealth Management, CORP., based in Miami, FL. Leonardo 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 139 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consultiva's fees for investment advisory services are based on the value of your portfolio. The exact percentage is negotiated based on the scope of services and the size of your relationship.
For non-discretionary services, fees range from 0.50% to 2.00% per year. For full discretionary services, fees range from 0.75% to 2.00% per year.
Consultiva may charge an additional fee of up to 0.75% for discretionary investment advisory services related to the Unified Managed Account Program.
Fees are negotiable and may differ based on factors like sub-advisory relationships or special project arrangements. The suggested minimum portfolio size is $1,000,000, but exceptions may be granted.
Location
1200 Brickell Ave, Suite 1680, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonardo is a managing partner at Kent Worldwide LTD (data science) and Venture Finance Services de Mexico (investment consulting), and an economist at Pegaso Investments LLC (real estate). He also works as an independent financial advisor, dedicating about 10-20% of his time to providing advice related to macroeconomic trends.
Employment History
Current Registrations
Consultiva Wealth Management, CORP.
State Registrations1 state
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