Javier Ortiz is a registered investment advisor at Erguz, LLC, based in The Woodlands, TX, with 12 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 51 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Erguz charges an annual investment advisory fee based on the total value of your portfolio. The annual fee is negotiable. Fees are billed quarterly.
The fee schedule is as follows:
- $0 - $10,000,000: 1.00%-.50%%
- Over $10,000,000: .50%-.05%
Location
9595 Six Pines Dr., Suite 8210, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Erguz, LLC
State Registrations1 state
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