Emilio Serfaty is a registered investment advisor at Haddock Capital LLC, based in Aventura, FL. Emilio 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 2 clients with $99K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haddock Capital's fee for investment management is a percentage of the value of your portfolio, and it's negotiable. The fee will not exceed 2.00% annually. The fee is calculated based on the average daily balance of your account and is paid quarterly. For qualified investors, a performance-based fee of up to 20% of net profits may also be applied.
Location
Aventura, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Haddock Capital LLC
State Registrations1 state
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