IF YOU ARE WORTH WHAT YOU CHARGE, IT SHOULD BE EASY TO SHOW WHAT YOU CHARGE
At Miami Wealth Management® we charge one fee to clients based on the size of your account. Please see our Form CRS for additional details. We have no minimum account balance requirements. You can open your account with $1,000 or $10,000,000 or more. You will receive the same professional automated investment management by institutional class money managers.
We publish our fee schedule for all to see right here on our website. Think what it must mean if an advisor is unwilling to do this. Their fees may either be too high, too confusing, or inconsistent from client to client. None of which is good.
Here are our fees per annum.
First $7,500,000.00 - 0.40%
Next $7,500,000.00 - 0.20%
Over $15,000,000.00 - 0.10%