Aaron Romero is a registered investment advisor at Banorte Asset Management, INC., based in The Woodlands, TX, with 18 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 691 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Banorte Wealth Advisors charges annual fees based on the value of your portfolio. The fee structure varies depending on the type of advisory agreement.
For BAM Traditional accounts, fees are charged on a tiered schedule, but a flat fee percentage may be available with management approval. For BAM Digital, fees are also charged on a tiered schedule.
All accounts are structured as wrap fee accounts, ensuring the lowest available cost structure for mutual fund investments.
Location
9950 Woodloch Forest Dr, Suite 1250, 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
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
Previous Registrations
Banorte Securities International, LTD.Broker
State Registrations5 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.