Ernesto Aguilar is a registered investment advisor at Broadway Wealth Solutions, based in San Antonio, TX, with 17 years of industry experience. Ernesto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 906 clients with $310M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees may be negotiable at the Advisor's discretion.
Fee Estimator
Location
1177 N.E. Loop 410, 5th Floor, San Antonio, TX, 78209
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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 →Employment History
Current Registrations
Broadway Wealth Solutions
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Broadway Wealth Solutions
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State Registrations2 states
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