Javier Fonseca-Paricio is a CFA-designated registered investment advisor at Mas Advisors LLC, based in Coral Gables, FL, with 2 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $2.6B 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 | 2.00% |
Standard investment management fees range from 0.25% to 2.00% per year. Model portfolios and subadvisory services range from 0.15% to 0.50% per year. Fees are negotiable.
Fee Estimator
Location
2121 Ponce De Leon Blvd, Suite 1160, Coral Gables, FL, 33134
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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
Mas Advisors LLC
Previous Registrations
Spartan Capital Securities, LLCBroker
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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