Jose Trejo is a CFA-designated registered investment advisor at Brainvest Wealth Management LLC, based in Miami, FL, with 1 years of industry experience. Jose 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 131 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are generally negotiable. In some cases, Brainvest will charge a reduced management fee coupled with a performance-based fee. The performance fee is 15% of the positive difference between the assets under management at the end of a valuation day and the assets under management at the end of the previous valuation day increased by 100% of the relevant Secured Overnight Financing Rate (SOFR).
Fee Estimator
Location
1221 Brickell Ave., Suite 1750, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brainvest Wealth Management LLC
State Registrations1 state
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