Laura Manzo is a registered investment advisor at Banorte Asset Management, INC., based in Houston, TX, with 18 years of industry experience. Laura 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
5075 Westheimer, Suite 975W, Houston, TX, 77056
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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 →Other Business Activities
Laura owns an investment rental property since February 2022. This activity requires minimal time.
Employment History
Current Registrations
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amegy Investments, INC.
Amegy Investments, INC.Broker
Zions Direct, INC.Broker
Amegy Investments, INC.Broker
Bbva Investments INC.Broker
UBS International INC.Broker
Banc One Securities CorporationBroker
State Registrations3 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.