Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $16.2 million
Fee Disclosure
Source: BIGSUR ADV BROCHURE - JANUARY 2024 (2025-03-10)
· View brochure text
Latest filing: BIGSUR ADV BROCHURE - JANUARY 2024 (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.25% |
Stated Minimum Annual Fee: $20,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 99.99%
- Number of High-Net-Worth Clients
- 79
- Total Client Accounts
- 226
- Discretionary Accounts
- 142
- Non-Discretionary Accounts
- 84
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 146511
- BIGSUR ADV BROCHURE - JANUARY 2024 (2026-03-23) · View brochure text
- BIGSUR ADV BROCHURE - JANUARY 2024 (2025-03-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗