Angel Perez is a registered investment advisor at Bancaribe Capital, based in Miami, FL. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $120M 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 $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10mm. Client relationship may be established and exist where the fees are higher or lower than the Fee Schedule provide above.
Fee Estimator
Location
1395 Brickell Avenue, Suite 800, 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
Bancaribe Capital
State Registrations1 state
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