MH
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
September 2024Settled
Other Business Activities
Mario owns a rental property in Houston, TX, since September 2024. He spends a few hours per week finding tenants and upkeeping the house.
Employment History
Current Registrations
Banorte Asset Management, INC.
December 2021 - Present · 4 yrs 1 mo
Banorte Securities International, Ltd.Broker
December 2016 - Present · 9 yrs 1 mo
State Registrations5 states
CANMNYTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.