AR
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
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Advisor Information
Office location
1330 Lake Robbins, Suite 410, The Woodlands, TX, 77380
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Banorte Asset Management, INC.
July 2019 - Present · 6 yrs 6 mos
Banorte Securities International, Ltd.Broker
November 2013 - Present · 12 yrs 2 mos
Previous Registrations
Banorte Securities International, Ltd.Broker
August 2001 - August 2007 · 6 yrs
State Registrations5 states
GAINSDTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.