My Investment Path
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,503,019
Clients
11
18% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$227,547
About
The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and corporations or business entities. Services include customized Investment Policy Statements, discretionary and non‑discretionary portfolio management, and one‑time financial plans.
The firm’s investment process combines cyclical analysis, modern portfolio theory, and technical analysis and generally employs a long‑term trading approach. It uses a wide range of instruments — including mutual funds, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal ETFs), venture capital funds, annuities, commodities, and non‑U.S. securities — and documents client risk tolerance and performance reporting in quarterly custodian statements.
What is notable in the brochure is that supervised persons are licensed to sell insurance and also act as a real estate broker/dealer, and the firm discloses that it may receive commissions or other outside compensation for those sales; such conflicts are disclosed to clients and documented in client files. The combination of offering insurance and real‑estate brokerage services alongside a broad menu of investable vehicles (e.g., venture capital and real estate funds) distinguishes the firm’s business model from many peers of its size.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Real estate investing
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees negotiated between $100 and $10,000
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Compensation for the sale of investment products and insurance products; commissions earned by supervised persons as licensed insurance agents
Main office location
My Investment Path
2525 Ponce De Leon, Suite 300
Coral Gables FL 33136, United States
Number of offices
1
Most active in
My Investment Path has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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