We work on a discretionary basis and can open accounts remotely or in person
My Investment Path (Investment Management LLC) is a Registered Investment Advisor (RIA) firm based in Florida. We specialize in serving local individual and corporate investors, as well as international professionals and business owners investing in the U.S. By redefining the financial planning status quo and utilizing rigorous risk assessments, we align custom investment portfolios and wealth strategies with your personal, family, and business goals. We are your dedicated Florida RIA firm, here to keep you on the path to success.
What is the main difference between a RIA and a Broker-Dealer?
The primary difference lies in how they are compensated. While broker-dealers typically earn commissions on the products they sell, Registered Investment Advisor (RIA) firms operate on a fee-only or fee-based structure, usually calculated as a percentage of Assets Under Management (AUM).
As a Florida-registered RIA, My Investment Path is bound by a fiduciary duty to always put your interests first.
FOUNDER
Veronica Maria Parellada Eller is a Wealth Manager Certified Professional and holds two Master Degrees in Business and International Finance. She has experience in several fields, including Investments, Real Estate, Insurance, and Portfolio management.
Serial Entrepeneur, advisor and founder of My Investment Path, holds different licenses (215, SIE, 65, 7, RE and MLO) in order to provide a full scope of diversification strategies to better serve her clients. To see more about her experience, activites and licenses you can her Broker Check at the SEC records here.
“Operating as a Florida RIA allows us to align perfectly with our clients’ best interests,” says Veronica Parellada Eller, founder of My Investment Path. “As a Florida RIA we believe to be aligned with the best option for our clients, with no compensation on transaction or kickback, and it translates finding the best investment options and alternatives for our clients’ interests and profiles, regardless of compensation within and investment category”. We have to highlight that sometimes it is in the best interest for clients to pay commissions for buy and hold positions in the long term.
