Javier Contreras is a registered investment advisor at Valle Financial Group, based in Doral, FL, with 16 years of industry experience. Javier 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable. VFG may charge a Performance Fee, in addition to Management Fees, to certain Qualified Clients as defined in SEC Rule 205-3. This fee will be a percentage of any gains in the client account during that period, to be determined with each specific client but never to surpass 20% of the performance per quarter.
Fee Estimator
Location
8080 NW 58 St, Doral, FL, 33166
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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 →Other Business Activities
Javier is a broker-dealer representative for Dinosaur Financial Group LLC, owner of Valle Financial Group (an investment advisor), and introducing broker for Dinosaur Merchant Bank Limited. He also owns Navona International Services LLC (business development) and is a decision maker for Vento Group Corp (real estate); these activities each take minimal time.
Employment History
Current Registrations
Valle Financial Group
Dinosaur Financial Group, L.L.C
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Ftc Capital Markets, INC.Broker
State Registrations3 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.