Rene Toussaint-Lopez is a registered investment advisor at Finec Asset Management, based in San Diego, CA, with 12 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 148 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Finec Asset Management's fees for managing your investments are based on a percentage of the total value of your portfolio, typically ranging from 0.25% to 1.50% per year. A minimum fee of $400 per quarter applies. In specific cases, qualified investors may also pay a performance-based fee. Fees can be billed quarterly in arrears or paid in advance on a quarterly basis. Clients may negotiate fees.
Location
402 West Broadway, Suite 400, San Diego, CA, 92101
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
Rene works as an analyst for Finec Asset Management Corp, an investment advisor based in Panama, dedicating a few hours per week. He is also a partner in Promotora Las Ceibas, S.A. de C.V., a property management company, but allocates no time to this activity.
Employment History
Current Registrations
Finec Asset Management
Previous Registrations
Investment Placement GroupBroker
State Registrations2 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.