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Welcome to Miami Wealth Management

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!

Miami Wealth Management
  • 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.

Professional investment management for a low annual fee of 0.40% with no account minimums!

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