Natalie Mcintosh
Natalie Mcintosh is a CFP-designated registered investment advisor at Mundoval Capital Management, INC., based in La Jolla, CA, with 20 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 67 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
7855 Ivanhoe Avenue Suite 210, La Jolla, CA, 92037
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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 ActivitiesSells Insurance
Natalie has been an independent contractor insurance agent for Blue Shield of California since 2005, dedicating a few hours per week to this activity. This work is performed outside of trading hours.
Employment History
Current Registrations
Mundoval Capital Management, INC.
Previous Registrations
AXA Advisors, LLC
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.