Enrique Lopez is a registered investment advisor at Arkadios Wealth Advisors, based in Mission, TX, with 28 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Mission, TX
Get directionsEnrique is involved in several business activities, including Cristobal Eden Partners LLC (a holding company), Lopez Brothers Distribution LLC (a family battery distribution business), Gallop Investment Partners LLC (flipping real estate), Cordero Diego LLC (commercial real estate rental), and Trivium Asset Management Partners LLC (wealth management). His wealth management role at Trivium Asset Management Partners LLC takes nearly full-time hours, while the other activities require minimal to a few hours per week.
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.