Leonardo Walss
Leonardo Walss is a registered investment advisor at Valley Regional Capital Management LLC, based in Brownsville, TX, with 15 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.4M 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 $5.0M | 2.00% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
Brownsville, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonardo is an AVP at Transpecos Bank since January 2017, dedicating nearly full-time hours to this role. He is also an Investment Advisor Representative at Valley Regional Capital Management since April 2014.
Employment History
Current Registrations
Valley Regional Capital Management LLC
Previous Registrations
Gagni Asset Management LLC
AXA Advisors, LLC
State Registrations1 state
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