Mauricio Sanchez is a registered investment advisor at Portafolio Capital Management, based in San Antonio, TX, with 10 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. The rates shown are for the Tactical Equity Sector Rotational Strategy, Alpha Seeking Long-Term Growth Strategy, and Conservative Allocation Strategy. The brochure also lists fees of 1.25% and 1.00% for accounts up to $5,000,000 and accounts above $5,000,000.01, respectively, for the Equity Sector Rotational Strategy and Alpha Seeking Long-Term Growth Strategy.
Fee Estimator
Location
2810 N Flores St., San Antonio, TX, 78212
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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.
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Mauricio is the Founder, Chief of Strategy, and Creative Director of GuruPresario LLC, a marketing and consulting business, dedicating a few hours per week. He is also a Partner, Director of Institutional Research, and Wealth Manager at Martin Capital Advisors, LLP, a registered investment advisor, spending about a quarter of his time there.
Employment History
Current Registrations
Portafolio Capital Management
Previous Registrations
Martin Capital Advisors, LLP
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Spc
Sigma Financial CorporationBroker
Per Stirling Capital Management, LLC
Global Arena Capital CORPBroker
State Registrations1 state
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.