Luiz Cunha is a CFA-designated registered investment advisor at Baluarte Capital US, based in Jacksonville, FL. Luiz 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 4 clients with $19M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.63% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.38% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.25% |
Baluarte Capital US also charges performance-based fees for qualified clients. The fixed management fee and performance fee vary based on the amount of assets managed. The performance fee is calculated and accrued monthly on a pro rata basis and will be payable semi-annually in arrears, as of the tenth valuation day of January and July.
Fee Estimator
Location
9734 Tapestry Park Circle, #275, Jacksonville, FL, 32246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Baluarte Capital US
State Registrations1 state
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