Montserrat Arancibia is a registered investment advisor at Inversiones Sura, based in Miami, FL. Montserrat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SURA charges an annual fee, negotiated per client, up to 2.00% based on the complexity of the portfolio and individual needs. Fees are calculated as a percentage of the value of your investments and charged quarterly. You can terminate the agreement at any time with reasonable notice.
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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Current Registrations
Inversiones Sura
State Registrations1 state
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