Hilberto Cerda
Hilberto Cerda is a CFP-designated registered investment advisor at Cerda Munoz Advisors, INC, based in Whittier, CA, with 13 years of industry experience. Hilberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 601 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cerda Munoz Advisors charges a percentage of the value of your investments. The exact percentage can vary depending on your circumstances, but it typically falls between 0.60% and 1.50% per year. This fee is calculated at the end of each calendar quarter. Fees are deducted directly from client accounts with their consent.
Location
7720 Painter Ave, Suite A, Whittier, CA, 90602
Get directionsHistory
Regulatory History (1)
Criminal
November 2002Other Business Activities
Hilberto is a tax preparer with Cerda Munoz Advisors, Inc., preparing individual income tax returns. He dedicates a few hours per week to this activity, none of which occur during trading hours.
Employment History
Current Registrations
Cerda Munoz Advisors, INC
Previous Registrations
Cerda Wealth Management
Louis Barajas, LLC
State Registrations1 state
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.