Salomon Lahana

Banorte Asset Management, INC.

12 Years of Experience

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Firm Information

Banorte Asset Management, INC.

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

5075 Westheimer, Suite 975W, Houston, TX, 77056

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.