Advisor at Alhambra Investment Management LLC
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Firm
Alhambra Investment Management LLC
Location
Palmetto Bay, FL 33176
Credentials
Series 63
Industry experience
25 years
Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.
Based on Alhambra Investment Management LLC
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Account minimum: $250,000
8925 Sw 148 Street, Suite 214
Palmetto Bay, FL 33176
Florida
Alhambra Investment Management
2013 - Present (13 years)
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