Alonso Rio is a registered investment advisor at Summa CORP., based in The Woodlands, TX, with 20 years of industry experience. Alonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $1.6B 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 $2.0M | 1.00% |
| $2M+ | 1.00% |
Equity and balanced accounts are charged 1% annually. Fixed income accounts under $2 million are charged 0.75% annually. Fees for accounts over $2 million are negotiable.
Fee Estimator
Location
1790 Hughes Landing Blvd., Suite 470, The Woodlands, TX, 77380
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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 →Employment History
Current Registrations
Summa CORP.
Previous Registrations
Goldman Sachs & CO. LLCBroker
UBS International INC.Broker
Nafinsa Securities, INC.Broker
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.
Exams
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