Bernardo Hubard
Bernardo Hubard is a registered investment advisor at Monex Asset Management, INC., based in Houston, TX, with 20 years of industry experience. Bernardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Location
440 Louisiana Street, Suite 1240, Houston, TX, 77002
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Regulatory History (1)
Employment Separation After Allegations
May 2011Employment History
Current Registrations
Monex Asset Management, INC.
Monex Securities, INC.Broker
Previous Registrations
Morgan StanleyBroker
Vectorglobal WmgBroker
UBS Financial Services INC.Broker
Actinver Securities, INC.Broker
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.