Advisor at Grove Wealth Management, LLC
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Firm
Grove Wealth Management, LLC
Location
Miami, FL 33130
Credentials
Series 65
Industry experience
6 years
Edgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, with six years of industry experience. He holds a Series 65 designation and previously worked at Winexco Securities for five years. Outside of advising, he serves as president of Winestico Consultants LLC, a business consulting firm. Grove Wealth Management provides discretionary portfolio management and financial planning to individual and business clients, employing a combination of fundamental and technical analysis to manage risk and asset allocation. The firm uses a diverse set of investment tools, including international securities, derivatives, and volatility-based strategies, and serves both domestic and non-U.S. clients.
Based on Grove Wealth Management, LLC
Based on Grove Wealth Management, LLC
$0 - $150,000: 1.50% $150,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001+: 0.90%
$300 per hour, negotiable
30% of annual gross profits for Qualified clients' alternative portfolios, payable quarterly in arrears, subject to a high water mark; maximum 30% of profits
Account minimum: $100,000 Minimum fee: Annual maintenance fee of $250 per account
175 Sw 7 Th Street, Suite #1815
Miami, FL 33130
Florida
Grove Wealth Management, LLC
2019 - Present (7 years)
Grove Wealth Management LLC
2015 - Present (11 years)
Winexco Securities
2011 - 2016 (5 years)
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Other specialized services
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