Miguel Sosa, GFP Fellow, CIMA

Premia Global Advisors
CEO/Financial Advisor
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2600 South Douglas Road, Suite 1103, Coral Gables, FL 33134
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Professional Details

Countries of Focus

United States, Barbados, Ecuador, Mexico

Specialties

We work mainly with non US individuals and families who wish to have their investments managed in the US. Global Investment Management and Inbound Planning for individuals.

Business Description

Premia Global Advisors was founded by Miguel Sosa in 2016 after 33 years as a Private Wealth Advisor at Merrill Lynch to focus on providing creative and customized solutions for Non-US individuals and institutions who wish to have their investments carefully managed in the US. Our services are tailored to each client. We currently work with clients across the globe. We specialize in working with clients from abroad as well as US residents living abroad.

Ideal Clients
Our ideal client is looking for professional advice and guidance related to their investments in the US. We enjoy working with individuals that are engaged in how their portfolios are being managed, appreciate our expertise, trust us to make the best investments for their individual needs, and are available when we need them. We only manage relationships where we are given discretion to manage the portfolio. Our services are best suited to clients with a minimum net worth of $5MM and an initial investment of $2.5MM. Our clients have entrusted between $3MM and $25MM with us.
Ways Advisor Charges

We charge an advisory fee based on the assets we manage.

About

Miguel Sosa has been an advisor for over 35 years. He was Private Wealth Advisor with Merrill Lynch for over 33 years specializing in working with non-US clients both individuals and institutions abroad. Our firm specializes in working to carefully onboard individuals and institutions to US based custodians and provide active investment management.

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