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Maricela Ledergerber

13 Years of Experience
Houston, TX

Maricela Ledergerber is a registered investment advisor at Cornerstone Financial Advisors, based in Houston, TX, with 13 years of industry experience. Maricela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$38.1M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cornerstone Financial Advisors
June 2012 - Present · 13 yrs 11 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.