BigSur Wealth Management is an independent registered investment advisor headquartered in Miami, Florida, operating as a global multi-family office. BigSur offers personalized portfolio management, portfolio consulting, multi-family office services, and consolidated reporting for high-net-worth individuals, trusts, corporations, and single-family offices. The firm builds customized portfolios based on each client's specific goals, time horizons, and risk tolerance, utilizing an open-architecture platform that includes equities, fixed income, mutual funds, exchange-traded funds, structured products, and alternative investments. BigSur manages accounts on both a discretionary and non-discretionary basis and may allocate assets among third-party managers when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees typically range from 0.50% to 1.25% annually based on account complexity. There is a minimum annual management fee of $20,000. Fees are negotiable.