Sebastian Herdoiza is a registered investment advisor at Storge, based in Coral Gables, FL, with 1 years of industry experience. Sebastian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Storge Partners charges an annual advisory fee based on the value of the assets they manage. The fee ranges from 0.25% to 1% per year. The minimum annual fee is $18,000, but this minimum does not apply to clients with portfolios of $1,250,000 or less. Fees can be paid monthly, quarterly, semi-annually, or annually, either in advance or after the service is provided, depending on the agreement with the client. Fees may be negotiable.
Location
150 Alhambra Circle, Suite 10, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sebastian is a member of Hasiera Holdings and Faenza LLC, both holding companies, since 2021. He spends minimal time on these activities and has no duties.
Employment History
Current Registrations
Storge
State Registrations1 state
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