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Services

Services

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.

Miami Wealth Management
  • Nationally prominent money managers;
  • Continuous active management and evaluation of your portfolio;
  • Detailed account statements and performance reports;
  • Online access to view 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.

The Process

  • 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

Miami Wealth Management
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