Nestor Rivera is a registered investment advisor at Aragon Capital LLC, based in Monterrey, with 10 years of industry experience. Nestor 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 1,209 clients with $350M 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 $2.5M | 2.50% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Location
Monterrey
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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
Aragon Capital LLC
Previous Registrations
Corient
Intercontinental Wealth Advisors, LLC
Intercontinental Asset Management Group, LTD.Broker
Intercontinental Wealth Advisors, LLC
Intercontinental Asset Management Group, LTD.Broker
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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