Assets Under Management
$260.0M
Number of Clients
2,200
Number of Advisors
8
Average Client AUM
$118K
AUM per Advisor
$32.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Guerra Advisors offers advisory services on a wrap fee basis, including financial planning, execution of securities transactions, custody, and reporting. They manage accounts on a discretionary basis, allocating assets among equities, ETFs, and mutual funds. They utilize third-party model managers and platform providers. Financial planning is offered under a separate agreement and fee. The firm works with individuals, high-net-worth individuals, trusts, and small to mid-sized businesses.
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173