Ricardo Maldonado
Ricardo Maldonado is a registered investment advisor at Banorte Asset Management, INC., based in The Woodlands, TX, with 12 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 691 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Banorte Wealth Advisors charges annual fees based on the value of your portfolio. The fee structure varies depending on the type of advisory agreement.
For BAM Traditional accounts, fees are charged on a tiered schedule, but a flat fee percentage may be available with management approval. For BAM Digital, fees are also charged on a tiered schedule.
All accounts are structured as wrap fee accounts, ensuring the lowest available cost structure for mutual fund investments.
Location
9950 Woodloch Forest Dr, Suite 1250, The Woodlands, TX, 77380
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Regulatory History (1)
Customer Dispute
November 2022Employment History
Current Registrations
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
State Registrations7 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.