Advisor at Cela Wealth Management
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Firm
Cela Wealth Management
Location
Miami, FL 33156
Credentials
Series 65
Industry experience
12 years
Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.
Based on Cela Wealth Management
Based on Cela Wealth Management
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Negotiable fixed annual fee for advice on held-away accounts without managed assets; Fixed fee for financial planning services ranging generally from $2,500 to $12,000; On-going financial planning paid quarterly in advance.
8950 Sw 74 Th Court, Suite 2213
Miami, FL 33156
Florida · Texas
ESE Industries, Inc.
2017 - 2024 (7 years)
Cela Advisors
2012 - Present (14 years)
ESE Industries, Inc.
2012 - 2017 (5 years)
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Lawyer
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 63, Series 65
Miami Beach, FL
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