Roberto Abud is a registered investment advisor at Jv Global Capital, INC., based in Houston, TX, with 9 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $23M 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 $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fee Estimator
Location
1980 Post Oak Blvd., Suite 301, Houston, TX, 77056-3899
Get directionsHistory
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
Roberto is the IAR, President, and CEO of JV Global Capital, a Registered Investment Advisor, dedicating nearly full-time hours to advising clients. He also works for ViSteel, INC, Banca Afirme SA, and Houston Trading Company, LLC, spending a few hours per week on each for business development and strategic advising.
Employment History
Current Registrations
Jv Global Capital, INC.
Previous Registrations
Insight Securities, INC.Broker
Insight Securities, INC.
Jv Global Capital, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.