John Perez
John Perez is a CFP-designated registered investment advisor at Altitude Capital Management LLC, based in Houston, TX, with 18 years of industry experience. John 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 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
Houston, TX
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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 ActivitiesSells Insurance
John maintains property/casualty and life/health insurance licenses, but is not actively selling insurance products. He also owns a retail/service business called DJ Mean Gene, providing disc jockey services, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Jim Poe & Associates, INC.
Trs Advisors, LLC
Element Retirement & Investment Consultants, L.L.C.
Brookstone Capital Management LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Bright Trading, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Farmers Financial Solutions, LLCBroker
The Variable Annuity Marketing CompanyBroker
A I M Distributors, INC.Broker
Ras Securities CORP.Broker
State Registrations3 states
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.