Leopoldo Nava is a registered investment advisor at Ki Capital Wealth Management US LLC, based in San Angel, with 3 years of industry experience. Leopoldo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 103 clients with $140M 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 $750K | 0.80% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. The Adviser may charge an additional Performance Fee (“Success Fee”) for qualifying accounts ranging from 0.0% to 0.8% and are calculated quarterly.
Fee Estimator
Location
Calle Cracovia 72, B-107, San Angel, 01000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leopoldo is a Partner & Commercial Director at Ki Capital SAPI de CV, an investment advisory firm, since July 2021. He oversees advisors, operations, customer needs, and social media, dedicating about half of his time to this role.
Employment History
Current Registrations
Ki Capital Wealth Management US LLC
State Registrations1 state
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