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CFA
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CFA

Gustavo Cano

Fundamental Investment Services, LLC
13 Years of Experience
Miami, FL
Broker
View SEC Summary
View SEC Summary

Gustavo Cano is a CFA-designated registered investment advisor at Fundamental Investment Services, LLC, based in Miami, FL, with 13 years of industry experience. Gustavo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $12M in assets under management.

Fundamental Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$12.2M average
Assets Under Management
$12.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual portfolio management fee varies between 0.25% and 1.25% based on asset value, complexity, and administration level. Fees are negotiable.

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

777 Brickell Avenue, Suite 547, 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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Other Business Activities

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
June 2024 - Present · 2 yrs 4 mos
Fundamental Securities
June 2024 - Present · 2 yrs 4 mos
Fundamental SecuritiesBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Bbva Wealth Solutions INC.
January 2014 - April 2021 · 7 yrs 3 mos
Bbva Securities INC.Broker
October 2013 - April 2021 · 7 yrs 6 mos
Sabadell Securities USA, INC.
May 2011 - April 2013 · 1 yr 11 mos
Sabadell Securities USA, INC.Broker
May 2009 - April 2013 · 3 yrs 11 mos
State Registrations2 states
FLNY
AdvisorBroker

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.
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