Mauricio Resendiz is a CFA, CFP-designated registered investment advisor at Fielder Capital Group LLC, based in Nashville, TN, with 7 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $1.1B 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 | 0.77% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Some existing clients may be subject to legacy fee schedules. For qualified plans where the client is a participant, the annual fee is 0.49% regardless of the level of assets.
Fee Estimator
Location
1222 Demonbreun Street, Suite 1610, Nashville, TN, 37203
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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.
Learn about disclosures →Employment History
Current Registrations
Fielder Capital Group LLC
Previous Registrations
The Mather Group, LLC
Eugenias Advisory Group, LLC
State Registrations1 state
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