Michael Joseph Cantero
Advisor at Kaufman Rossin Wealth, 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
CFP®, Series 63, Series 65
Experience Industry experience
4 years
Location
Miami, FL 33133
Kaufman Rossin Wealth, LLC
Team
Michael Cantero is a CFP® professional with four years of industry experience, currently serving at Kaufman Rossin Wealth, LLC in Miami, FL. His prior roles include positions at Seaview Investment Managers and Best Meridian Insurance Co. He also works as an insurance advisor at KR Financial Services, a related entity. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a diversified, Modern Portfolio Theory-based investment approach with a buy-and-hold philosophy and utilizes third-party sub-advisors and platforms to support portfolio management.
Based on Kaufman Rossin Wealth, LLC
Based on Kaufman Rossin Wealth, LLC
Negotiated flat fees offered for additional financial planning services beyond normal scope
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.50%
Certain licensed advisors receive commissions on insurance product sales; insurance commissions disclosed to clients
Hourly or flat fees charged in some cases for additional financial planning services or insurance performance evaluation, disclosed and agreed upon in advance
Minimum fee: Minimum annual fee of $10,000 generally required for Employee Benefit Retirement Plan Services
Miami, FL
3310 Mary Street, Suite 501
Miami FL 33133
Advisors at this office
5
Florida · Texas
4 years of industry experience
KR Financial Services, LLC DBA Kaufman Rossin Insurance Services
2023 - Present • 3 years
Miami, FL
Kaufman Rossin & Co.
2023 - Present • 3 years
Miami, FL
Kaufman Rossin Wealth, LLC
2023 - Present • 3 years
Miami, FL
Seaview Investment Managers
2021 - 2023 • 2 years
Miami, FL
Best Meridian Insurance Co
2017 - 2021 • 4 years
Miami, FL
unemployed
2016 - 2017 • 1 year
Miami, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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