Guerra Wealth Advisors is a registered investment advisor based in Miami, Florida, offering personalized investment management, financial planning, and consulting services. The firm manages investment portfolios on a discretionary basis, primarily utilizing equities, exchange-traded funds, mutual funds, and cash equivalents, often through a wrap fee program that combines advisory and trading costs into a single fee. Guerra Wealth Advisors works with individuals, high-net-worth clients, trusts, and businesses to build, manage, and preserve wealth. In addition to investment management, the firm provides holistic financial planning covering retirement, estate, tax strategies, cash flow, and insurance, partnering with clients' other professionals such as Certified Public Accountants and estate attorneys. The firm also offers specialized consulting on isolated topics and insurance products through affiliated entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable based on client complexity, portfolio style, and total assets. All accounts are managed in a wrap fee program.