Jose Cardozo is a CFA-designated registered investment advisor at Open Wealth Management LLC, based in Katy, TX, with 4 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 10 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Open Wealth Management LLC
State Registrations1 state
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