Horacio Valeiras is a CFA-designated registered investment advisor at Frontier Global Partners LLC, based in La Jolla, CA, with 21 years of industry experience. Horacio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frontier Global Partners manages investments for separately managed accounts. The annual fee is a percentage of the account's value, charged quarterly.
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Global and International Equity:
- Up to $25 million: 0.75% per year
- Next $25 million: 0.70% per year
- Next $50 million: 0.65% per year
- Remaining: 0.60% per year
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International Equity Small Cap:
- Up to $25 million: 1.00% per year
- Next $25 million: 0.95% per year
- Next $50 million: 0.85% per year
- Remaining: 0.80% per year
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Asset Allocation: 0.75% per year
Location
7817 Ivanhoe Avenue, Suite 200, La Jolla, CA, 92037
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Regulatory History
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 →Other Business Activities
Horacio is involved in several outside business activities, including serving on the Virginia Tech Board of Visitors, the Virginia Tech Foundation, and the Association of Governing Boards of Universities and Colleges. He also manages an airplane through 3Foot Air LLC; each of these activities requires minimal time.
Employment History
Current Registrations
Frontier Global Partners LLC
Previous Registrations
Hav Capital
Allianz Global Investors U.S. LLC
Nicholas-Applegate Capital Management LLC
State Registrations1 state
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