BA
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Brenda Ayala

11 Years of Experience
Broker

Brenda Ayala is a registered investment advisor at Banorte Asset Management, INC., based in The Woodlands, TX, with 11 years of industry experience. Brenda 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
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
691 clients
Average Client Portfolio
$487K average
Assets Under Management
$336.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

9950 Woodloch Forest Dr, Suite 1250, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Banorte Asset Management, INC.
August 2023 - Present · 2 yrs 8 mos
Banorte Securities International, LTD.Broker
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Vectorglobal WmgBroker
February 2015 - June 2021 · 6 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.