Gustavo Cano
Gustavo Cano is a CFA-designated registered investment advisor at Fundamental Investment Services, LLC, based in New York, NY, with 13 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fundamental Investment Services charges an annual fee for managing your investments, which varies between 0.25% and 1.25% of the value of your portfolio. The specific fee depends on the amount you invest, the type and complexity of services, and the level of administration requested. This fee is deducted from your account quarterly.
Location
New York, NY
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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.
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Gustavo is a partner in Fund@mental (App), a financial technology services platform, and the Partner and CEO of Fundamental Investment Services LLC, a company in the process of becoming a registered investment advisor. He is also the CEO of Fundamental Distribution Services, a fund distribution company, and spends about half of his time on these activities.
Employment History
Current Registrations
Fundamental Investment Services, LLC
Fundamental Securities
Fundamental SecuritiesBroker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Sabadell Securities USA, INC.
Sabadell Securities USA, INC.Broker
State Registrations2 states
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.