Maria Quiros is a registered investment advisor at Summa CORP., based in The Woodlands, TX, with 37 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Equity and balanced accounts are charged 1% annually. Fixed income accounts under $2 million are charged 0.75% annually. Fees for accounts over $2 million are negotiable.
Fee Estimator
Location
1790 Hughes Landing Blvd., Suite 470, The Woodlands, TX, 77380
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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
Maria is a sub-advisor for a Panamanian investment advisory firm, spending about 64 hours per month on duties such as providing recommendations for individual accounts and reviewing investment alternatives. Maria also co-owns commercial real estate in Mexico City and is a sole proprietor of Summa Realty LLC, as well as being the general manager of BDQ Realty LLC.
Employment History
Current Registrations
Summa CORP.
Previous Registrations
Insight Securities, INC.Broker
Argentus Securities, LLCBroker
Financial Counseling CorporationBroker
Horwitz & Associates, INC.Broker
Gamma Capital Securities, INCBroker
Inverworld Securities, INC.Broker
State Registrations1 state
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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