Mateo Laresgoiti is a registered investment advisor at Saaga, based in Miami, FL. Mateo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 21 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAAGA offers ongoing portfolio management where the fee is aligned with the value of your investments. The annual fee is a percentage of the value of your investments. SAAGA can offer an annual maximum (cap) on the total asset-based advisory fee. The firm may offer tiered fee schedules with reduced rates as assets reach specified breakpoints. Fees are calculated based on the ending value of assets under management on the last business day of the prior quarter and are invoiced in arrears.
Location
1221 Brickell Avenue, Suite 2410, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Saaga
State Registrations1 state
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