A low 0.40% annual investment management fee
We don’t limit the management of your account to a passive ETF strategy. Accounts are managed by a leading global asset manager according to the investment strategy assigned to your account.
This type of investment program is typically only available to large institutional investors. Through Miami Wealth Management® your account will receive this same level of service and sophistication. Paying less in fees means more of your money keeps working for you.
Complete a brief online questionnaire
We learn a bit about you and your goals, type of account, starting investment balance
Proposal and investment policy statement
You receive complete proposal illustrating the selected strategy and money managers to be utilized.
Open your account
Let the professional money managers do the work