Luisa M Bravo
Advisor at Guardian Life — Miami, FL SW 128st
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
ChFC®, Series 63, Series 65
Experience Industry experience
35 years
Location
Miami, FL 33186
Guardian Life
Enterprise
Luisa Bravo is a ChFC® credentialed financial advisor with Primerica Advisors in Miami, FL, bringing 35 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of her advisory role, she assists with the Eagle Lakes Office Park Condo Association by attending monthly meetings and supervising the management company. Primerica Advisors serves a diverse retail client base, including individual investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a range of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and business consulting services.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Miami, FL SW 128st
12930 SW 128 St, Suite 201 A
Miami FL 33186
Advisors at this office
1
California · Colorado · Florida · Georgia · Maryland · Michigan · New Jersey · New York · North Carolina · Texas
35 years of industry experience
Guardian Life
2007 - Present • 19 years
Miami, FL
Guardian Life Insurance Co Of America
2007 - Present • 19 years
Miami, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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