Assets Under Management

$1.3B

Number of Clients

78

Number of Advisors

6

Average Client AUM

$16.7M

AUM per Advisor

$217.1M

Compensation

Fee-Only (AUM)

About This Firm

BigSur Wealth Management provides investment advisory and consulting services to high-net-worth individuals, trusts, corporations, single-family offices, and pooled unregistered investment vehicles. Services include portfolio management, consulting, and family office services.

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
Minimum Annual Fee:$20,000
Areas of Practice
Investment ManagementHigh Net Worth
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Location

1441 Brickell Avenue, Suite 1410, Miami, FL, 33131

6 Advisors at this firm

Bigsur Partners, Llc | TrueAdvisor