Monica Cervantes is a registered investment advisor at Pax Financial Group, based in San Antonio, TX, with 6 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,350 clients with $750M 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 $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on client circumstances, strategies, and household account sizes. Sub-adviser and platform fees may apply in addition to the base advisory fee.
Fee Estimator
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
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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 →Other Business Activities
Monica is a limited partner in SOCER LLC, established by her parents for lottery winnings, with no assigned duties or distributions. She also serves as a board member for the Financial Planning Association and Aid the Silent, and as a consultant/volunteer for the Dean's Advisory Council at the University of the Incarnate Word.
Employment History
Current Registrations
Pax Financial Group
Previous Registrations
Brent Forrest & Associates, L.L.C.
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.
Exams
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