Cathy Pareto

Number of clients: 30

Assets under management: $8 million

Compensation: Fee-only

Client minimum: $150,000

Fee schedule: 1% for the first $750,000, then 75 basis points up to $2 million, and 50 bps on amounts of more than $2 million

Education: BA in finance and executive MBA, Florida International University

Professional accreditation: CFP, AIF

Previous incarnations: senior financial advisor, Investor Solutions, Miami; adjunct professor and faculty coordinator for the CFP Program at FIU’s College of Business

Memberships: board member, Greater Miami Estate Planning Council; board member, NAPFA South East Region; professional advisory board member, Florida International University Executive MBA; United Way of Miami Dade Young Leaders