Maria Valencia
Maria Valencia is a registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 22 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2022Judgment / Lien
December 2021Judgment / Lien
March 2020Other 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
Titleist Capital, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.