Manuel Teran is a CFP-designated registered investment advisor at Prime Capital Financial, based in Bethesda, MD, with 6 years of industry experience. Manuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
6550 Rock Spring Drive, Suite #200, Bethesda, MD, 20817
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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
Manuel works for Door Dash and Uber as a food delivery driver and also drives people, dedicating minimal time to these activities. He is also the vice president of a homeowners association and performs administrative duties for Prime Capital Investment Advisors, LLC, a registered investment advisor, dedicating full-time hours to this role.
Employment History
Current Registrations
Prime Capital Financial
Private Client Services, LLCBroker
Previous Registrations
Goldman Sachs & CO. LLCBroker
TD Ameritrade, INC.Broker
State Registrations2 states
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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