Ricardo Bekin is a registered investment advisor at Ativo Capital Management, LLC, based in Chicago, IL, with 23 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ativo Capital Management's fees for investment management are based on a percentage of the assets they manage for you. The exact percentage depends on the specific investment strategy you choose and the size of your account. The fees are calculated differently for each strategy, with rates decreasing as the amount invested increases.
For example, the International Developed strategy has the following fee structure:
- First $50 million: 0.50% per year
- Next $50 million: 0.45% per year
- Next $100 million: 0.40% per year
- Remaining Balance: 0.35% per year
Other strategies have different fee schedules. These fees are generally billed quarterly, at the end of each calendar quarter.
Location
120 N Lasalle Street, Suite 1160, Chicago, IL, 60602-2493
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ativo Capital Management, LLC
State Registrations1 state
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