VB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
17 advisors
Number of Clients
691 clients
Average Client Portfolio
$487K average
Assets Under Management
$336.9M
Fee Structure
Minimum Investment:$10K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll be charged an advisory fee monthly, based on the total value of assets under management. The fee is calculated daily. For example, an account with $500,000 in AUM will have fees calculated as: 1.85% on the first $100,000, 1.75% on the next $100,000, 1.50% on the next $100,00, and 1.25% on the remaining $200,000. Commissions for trade execution are absorbed by BCP Global.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
5075 Westheimer, Suite 975W, Houston, TX, 77056
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2012Other Business Activities
Victor owns rental property in Huixquilucan, Mexico with his spouse since 2015. A property manager handles the operations, requiring minimal time from Victor.
Employment History
Current Registrations
Banorte Asset Management, INC.
August 2022 - Present · 3 yrs 5 mos
Banorte Securities International, Ltd.Broker
August 2020 - Present · 5 yrs 5 mos
Banorte Securities International, Ltd.
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC Broker
August 2019 - August 2020 · 1 yr
Invex, LLC.Broker
June 2016 - November 2017 · 1 yr 5 mos
Nylife Securities LLCBroker
December 2015 - May 2016 · 5 mos
Intertrading SecuritiesBroker
June 2013 - March 2015 · 1 yr 9 mos
Vectorglobal WmgBroker
October 2006 - March 2012 · 5 yrs 5 mos
Vectormex IncorporatedBroker
June 2005 - June 2006 · 1 yr
Banorte Securities International, Ltd.Broker
January 2001 - January 2005 · 4 yrs
Horwitz & Associates, INC. Broker
April 2000 - January 2001 · 9 mos
Northeast Securities, INC.Broker
March 1998 - February 2000 · 1 yr 11 mos
Capital International Securities Group, INC.Broker
August 1997 - April 1998 · 8 mos
Probursa International INC.Broker
March 1993 - November 1996 · 3 yrs 8 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.