César
Maldonado

We Family Offices

CRD#5859899
Investment Advisor
in Miami, FL

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About this Advisor

Cйsar Maldonado is a financial advisor who works out of Miami, Florida, with a total of 12 years of industry experience. Maldonado works at We Family Offices. They have been an employee of We Family Offices for their whole career. Maldonado maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Florida. We Family Offices is a registered investment firm that has its headquarters in Miami, FL. It has a total of 49 employees. It handles $12 billion in total assets between its 106 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 106 accounts, 100% belong to high-net-worth clients who have at least $1 million in investable assets. We Family Offices provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services offered. Fee types charged by We Family Offices can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

701 Brickell Avenue Suite 2101
Miami, FL 33131

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We Family Offices Brokerage Details

Total Assets Under Management

$12,056,434,282

FL Average: $1,855,561,029
Total Number of Employees

49

FL Average: 62
Total Number of Accounts

106

FL Average: 2,474
Average Account Size

$113,739,946

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

César Maldonado Work History

César has been registered as a financial advisor for 12 years.*

2007 - Present (17 years)

Genspring Family Offices International, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of César Maldonado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at We Family Offices

Myron Zeuner
Miami, FL
Maria Lagomasino
Miami, FL
Julie Neitzel
Miami, FL
Ana Sacio
Miami, FL
Claudia Naffah
Miami, FL
Juan Londono
Miami, FL
Joseph Kellogg
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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