GM
GM

Gonzalo Mendoza

10 Years of Experience
Miami, FL

Gonzalo Mendoza is a registered investment advisor at Valor Advisors LLC, based in Miami, FL, with 10 years of industry experience. Gonzalo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 61 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
61 clients
Average Client Portfolio
$51.2M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M1.00%
$50M+0.75%

Lower advisory fees may be negotiated on an individual account basis. For certain discretionary management services, Valor charges a base fee of up to 1.0% of the managed assets, plus a performance-based fee if the account's performance exceeds 4.0% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1441 Brickell Avenue, Suite 1500, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Valor Advisors LLC
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Valor Advisors LLC
September 2014 - December 2016 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.