Carlos Fontecha
Carlos Fontecha is a registered investment advisor at The Grove, Realty and Services, CORP, based in Land O'Lakes, FL, with 2 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Real Estate Investing. Their firm serves 1 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Grove offers investment advisory services for an annual fee of 1% of the value of your portfolio. They also offer portfolio management services for an additional 0.75% of the value of your portfolio annually. These fees do not include asset custody and discretion.
Location
Land O'Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is the President and CEO of DLA Joint Venture, Inc. in Florida, and Interbienes, S.A., Palo Alto, S.A., and Villa Toscana, S.A. in Honduras, all related companies.
Employment History
Current Registrations
The Grove, Realty and Services, CORP
State Registrations1 state
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