Jose Maldonado is a registered investment advisor at Hoyle Capital, LLC, based in Spring, TX, with 17 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hoyle Capital charges a management fee based on the value of your portfolio each year. The management fee is either 2.0% annually, or 0.5% annually plus a performance fee if you are a qualified client. The management fee is calculated daily and billed quarterly in arrears.
Location
Spring, TX
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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
Hoyle Capital, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
Chase Investment Services CORP.Broker
Metlife 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.