Miguel Castro
Miguel Castro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montgomery, TX, with 24 years of industry experience. Miguel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
21499 Eva Street, Montgomery, TX, 77356
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Miguel is a financial advisor at Oak Crest Advisors and the founder and financial advisor at Spirit of Texas Wealth Management. He dedicates about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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