Diego Nordenflycht is a registered investment advisor at Lrz Capital LLC, based in Miami, FL. Diego operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRZ Capital manages investments in two ways, each with different fees:
- Managed Funds: Fees are based on the value of the fund, charged monthly in advance, plus a performance incentive fee.
- $100,000 to $3 million: 1.25% per year plus 15% of net outperformance
- $3 million to $10 million: 1.00% per year plus 12.5% of net outperformance
- $10 million and over: 0.75% per year plus 10% of net outperformance
- Separately Managed Accounts (replicating Managed Strategies): Fees are based on the value of the account, charged monthly in advance, plus a performance incentive fee.
- $1 million to $3 million: 1.25% per year plus 15% of net outperformance
- $3 million to $10 million: 1.00% per year plus 12.5% of net outperformance
- $10 million and over: 0.75% per year plus 10% of net outperformance
- Other Separately Managed Accounts (not in Managed Funds or replicating Managed Strategies): Fees are based on the value of the account, charged monthly in advance.
- $1 million to $10 million: 0.50% per year
- $10 million to $20 million: 0.40% per year
- $20 million to $50 million: 0.30% per year
- $50 million to $100 million: 0.20% per year
- $100 million and over: 0.10% per year
Fees may be negotiable and can vary based on account size and service requirements.
Location
999 Brickell Avenue, Suite 900, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lrz Capital LLC
State Registrations1 state
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