Overview

Headquarters
Coral Gables, FL
Total Firm Assets
$101 million
Average High-Net-Worth Client Portfolio Size
$4.7 million
Stated Minimum Account Size
$2,000,000

Fee Disclosure

Source: CANTATA WEALTH DISCLOSURE BROCHURE (2026-07-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 $10,000,000 0.85%
$10,000,001 $15,000,000 0.75%
$15,000,001 $20,000,000 0.65%
$20,000,001 $25,000,000 0.55%
$25,000,001 and above Negotiable

Stated Minimum Annual Fee: $20,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $50,000 1.00%
$10 million $92,500 0.92%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

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
97.49%
Number of High-Net-Worth Clients
21
Total Client Accounts
115
Discretionary Accounts
115

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
332526
  • CANTATA WEALTH DISCLOSURE BROCHURE (2026-07-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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