Edgar Leonardo Nava
Advisor at Grove Wealth Management, LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
6 years
Location
Miami, FL 33130
Grove Wealth Management, LLC
Independent
Total advisors
1Clients per advisor
30 HighAvg AUM per client
$439,746 TypicalHNW client ratio
7% LowEdgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He is the President and a shareholder of Winestico Consultants LLC, a business consulting firm. Nava has held roles at Grove Wealth Management since 2015. Grove Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients, employing a combination of fundamental and technical analysis. The firm uses a broad range of investment tools, including equities, bonds, derivatives, and alternative portfolios, and it is noted for performance-based fee arrangements and volatility-based strategies involving the VIX and options/futures markets.
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
Miami, FL
175 SW 7th Street, Suite #1815
Miami FL 33130
Advisors at this office
1
Florida
6 years of industry experience
Grove Wealth Management, LLC
2019 - Present • 7 years
Miami, FL
Grove Wealth Management LLC
2015 - Present • 11 years
Miami, FL
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