Carlos Peraza is a registered investment advisor at Mon Capital Management LLC, based in New York, NY, with 3 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
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Fee Structure
SP Capital Management charges a percentage of your portfolio each year, and the rate can vary from 0.10% to 1.00%. The specific fee is negotiable and depends on the services provided, portfolio size, investment objectives, the strategy used, and the complexity of your investment needs. Fees are deducted from your account held by an independent custodian.
Location
225 East 39th St. #34B, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mon Capital Management LLC
Previous Registrations
Ing Private Wealth Management LLC
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.