MG
CFP
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
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.
Customer Dispute
April 2020Denied
Other Business ActivitiesSells Insurance
Marcelo is a co-founder/advisor for Zafe, an insurance deductible financing company, dedicating a few hours per week. He is also a limited partner in Mayfer LLC and a member/stockholder in Lurra Investments LLC, both real estate related ventures.
Employment History
Current Registrations
Banorte Asset Management, INC.
August 2023 - Present · 2 yrs 5 mos
Banorte Securities International, Ltd.Broker
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Truist Advisory Services, INC.
September 2022 - July 2023 · 10 mos
Truist Investment Services, INC.Broker
September 2022 - July 2023 · 10 mos
Alterna Wealth Management, INC.
May 2015 - September 2022 · 7 yrs 4 mos
Alterna Securities, INC.Broker
March 2015 - September 2022 · 7 yrs 6 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.