Mario Luque is a registered investment advisor at Sizemore Capital Management, LLC, based in Lima, with 4 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $110M 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 | 2.00% |
The highest management fee currently charged is 2% per year, which may be negotiated. Certain portfolios may also assess a performance fee of up to 30% for qualified clients.
Fee Estimator
Location
Lima
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mario serves as a consultant for a family office in Spain through his company, Randholm and Company, since 2012. He assists with manager selection, risk evaluation, and other investment-related tasks, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Sizemore Capital Management, 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.
Exams
More Advisors
- Charles Sizemore, CFASizemore Capital Management, LLC