Ana Flores is a registered investment advisor at Nuclo Wealth, based in Ciudad de Mexico, with 4 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nuclo Wealth's annual fee for managing your investments ranges from 0.40% to 1.40% of the value of your portfolio. The specific fee is determined on a case-by-case basis, considering the complexity of your needs and the number of accounts. Fees are paid after the services are provided, either monthly, quarterly, or annually. A minimum account size of $500,000 is generally required, but may be waived.
Location
Sofocles 150, Piso 2, Colonia Polanco, Ciudad de Mexico, 11540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ana is the CEO and founder of Maranta, selling pots and plants, dedicating about 10-20% of her time. She is also a Senior Associate at Nuclo Consulting, responsible for analyzing and monitoring investments, also dedicating about 10-20% of her time.
Employment History
Current Registrations
Nuclo Wealth
Previous Registrations
Mondeum Wealth
State Registrations1 state
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