Carolina Escalante is a registered investment advisor at Geg Advisors, based in Aventura, FL. Carolina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
GEG Advisors charges an advisory fee based on the value of your portfolio, typically ranging from 0.25% to 1.50% annually. The specific fee is established in your investment advisory agreement. Fees are billed quarterly in advance. The advisory fees may be negotiable based on the types of assets, complexity, size of the portfolio, and services provided.
Location
20900 NE 30th Ave, Suite 1001, Aventura, FL, 33180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Geg Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.