TrueAdvisor
TrueAdvisor
MV
MV

Maria Valencia

Titleist Asset Management, LLC
22 Years of Experience
The Woodlands, TX
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Maria Valencia is a registered investment advisor at Titleist Asset Management, LLC, based in The Woodlands, TX, with 22 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B in assets under management.

Titleist Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10210 Grogans Mill Rd., Suite 250, The Woodlands, TX, 77380

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2022
Judgment / Lien
December 2021
Judgment / Lien
March 2020
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Maria is a board member and executive committee member for LIFEGIFT, an organ procurement organization, since 2012, where she serves as Finance and Investment Committee Chair and Treasurer. She also owns Keystone Wealth Management LLC as a financial advisor, dedicating full-time hours to this activity, and is a registered representative with Titleist Capital, LLC and an investment adviser representative with Titleist Asset Management, LLC.

Employment History
Current Registrations
Titleist Asset Management, LLC
March 2023 - Present · 3 yrs 7 mos
Titleist Capital, LLC
August 2016 - Present · 10 yrs 2 mos
Titleist Capital, LLCBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Titleist Capital, LLC
September 2016 - August 2023 · 6 yrs 11 mos
Investment Professionals, INC.
June 2009 - August 2016 · 7 yrs 2 mos
Investment Professionals, INC.Broker
June 2009 - August 2016 · 7 yrs 2 mos
Ameriprise Financial Services, INC.
December 2003 - June 2009 · 5 yrs 6 mos
Ameriprise Financial Services, INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in The Woodlands, TX →All financial advisors in Texas →