Cesar Delacerda is a registered investment advisor at Envisionvest, based in Houston, TX, with 12 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9 clients with $770K 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee may be negotiated.
Fee Estimator
Location
2700 Post Oak Blvd, 21st Floor, 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 ActivitiesSells Insurance
Cesar works as a broker/agent for My Benefit Pro, marketing, selling, and servicing insurance products including fixed annuities, life/health, long-term care, and supplement insurance. This activity takes a significant amount of Cesar's time.
Employment History
Current Registrations
Envisionvest
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, 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.