TrueAdvisor
TrueAdvisor
EC
EC

Earline Fay Chapa

Waterloo Capital
15 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Waterloo Capital
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,088 clients
Average Client Portfolio
$808K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Waterloo Capital
December 2009 - Present · 16 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.