William Torres is a PFS-designated registered investment advisor at Cerda Munoz Advisors, INC, based in Cerritos, CA, with 24 years of industry experience. William 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, Insurance Planning, and 3 more. Their firm serves 675 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fee percentages typically range from 0.60% to 1.50% depending on client circumstances.
Fee Estimator
Location
17785 Center Court Dr., Suite 730, Cerritos, CA, 90703
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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 Activities
William owns Bill Torres & Company, providing financial services to clients, and TFW Advisors LLC, separating financial advisory practice from a CPA business; these activities take about half and about a quarter of his time, respectively. He also serves as a board member for East LA YMCA, dedicating minimal time to monthly meetings and fundraising.
Employment History
Current Registrations
Cerda Munoz Advisors, INC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Fsc Securities CorporationBroker
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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