Jose Tejada is a registered investment advisor at Ratio Capital, based in West Hills, CA, with 13 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. Their firm serves 53 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Location
7647 Shoup Ave, West Hills, CA, 91304
Get directionsHistory
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
Jose is a VP of Mortgage Lending at Guaranteed Rate since February 2020. He is also a Mortgage and Lending Consultant at The Countermove, Inc. since February 2019.
Employment History
Current Registrations
Ratio Capital
Previous Registrations
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations1 state
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