Soledad Seman is a registered investment advisor at Finamex Asset Management, LLC, based in Houston, TX, with 28 years of industry experience. Soledad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 170 clients with $100M 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 $250K | 2.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable at Finamex's discretion. Accounts with a balance below $10,000 will be charged a monthly fee of $25.
Fee Estimator
Location
2700 Post Oak Blvd., 22nd Floor; Suite 22-122, Houston, TX, 77056
Get directionsHistory
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
Soledad is a director of the Norfalia Carabali Foundation USA, a non-profit organization for educational, sports, and charitable purposes, since 2015. She dedicates minimal time to planning and reviewing projects and activities.
Employment History
Current Registrations
Finamex Asset Management, LLC
Finamex International, LLC
Finamex International, LLCBroker
Rcx Capital Group, LLCBroker
Previous Registrations
Trb Capital Markets, LLCBroker
Finamex Asset Management, LLC
Housing Acquisitions, LP
Covenant Investment Capital, LLC
Gfs Advisors LLC
Global Financial Services, L.L.C.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Gamma Capital Securities, INCBroker
Bancomer Securities International INC.Broker
Global Financial Services, L.L.C.Broker
Kidder, Peabody & CO. IncorporatedBroker
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.