Arturo Inigo is a registered investment advisor at Frost Investment Services, based in San Antonio, TX, with 10 years of industry experience. Arturo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,179 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Services offers several investment programs with different fee structures:
- Fund Strategist Portfolio Program: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Optimum Asset Allocation Strategy: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Advisor Model Management: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.20% on the first $5,000,000, 0.17% on the next $5,000,000, and 0.10% over $10,000,000.
- Unified Managed Accounts Program: 1.25% on the first $1,000,000, 1.10% on the next $1,000,000, 1.00% on the next $3,000,000, and 0.85% over $5,000,000. An optional tax and/or impact overlay service is available for an additional fee of 0.10% on the first $10,000,000, 0.08% on the next $15,000,000, and 0.05% over $25,000,000.
Location
111 West Houston Street, San Antonio, TX, 78205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Frost Investment Services
Frost Brokerage Services, INC.Broker
Previous Registrations
Amerant Investments, INC.
Amerant Investments, INC.Broker
Frost Investment Services
Frost Investment Services
Frost Brokerage Services, INC.Broker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bbva Securities INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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