Welcome to Miami Wealth Management
Miami Wealth Management® is a SEC registered investment advisory firm based in Miami Florida. We offer institutional class money management services to individuals throughout the United States. Our low fee (less than ½ %) enables investors to benefit from having professional portfolio managers handle their investments. We accept client accounts of all sizes from a few thousand to several hundred million. Every client receives professional investment management and attention. Apply today!
We learn about you
Goals, age, type of account and starting investment balance.
We email you a proposal and investment policy statement
With information from the questionnaire we provide you a complete proposal showing the selected strategy and money managers to be used.
We build your portfolio
Let the professional money managers do the work. You will be able to access your account online 24/7 to view the performance and holdings.