Jose Santamaria
Jose Santamaria is a registered investment advisor at Fundamental Investment Services, LLC, based in New York, NY, with 15 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fundamental Investment Services charges an annual fee for managing your investments, which varies between 0.25% and 1.25% of the value of your portfolio. The specific fee depends on the amount you invest, the type and complexity of services, and the level of administration requested. This fee is deducted from your account quarterly.
Location
New York, NY
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 Activities
Jose is a partner at Fund@mental (App), a financial technology services platform, and managing partner and CIO of Fundamental Investment Services LLC, a company becoming a registered investment advisor. He also owns Cachalote, a holding company, and is a partner at Fundamental Distribution Services; these activities take about half of Jose's time.
Employment History
Current Registrations
Fundamental Investment Services, LLC
Fundamental Securities
Fundamental SecuritiesBroker
Previous Registrations
Zink Wealth Solutions LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations2 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.