Santiago Sordo is a registered investment advisor at Fesc Asset Management LLC, based in Dallas, TX, with 2 years of industry experience. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $340K 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 | 1.50% |
The Adviser’s annual management fee will vary from 0% to 1.50% annually of AUM. Adjustments may be made for reasons such as account size or composition.
Fee Estimator
Location
1999 Bryan Street, Suite 900, Dallas, TX, 76201
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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.
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Santiago is the Deputy Director of Economic Analysis at Intercam, a bank offering financial services, since May 2017. He dedicates full-time hours to research and macroeconomic analysis for informational purposes, providing a macro view to clients and potential clients.
Employment History
Current Registrations
Fesc Asset Management LLC
State Registrations1 state
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