Nelson Flores is a registered investment advisor at Mmbg Investment Advisors CO., based in Miami, FL, with 3 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 114 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMBG Investment Advisors charges a percentage of the assets they manage annually. The specific percentage is set in the agreement with each client and is expected to range between 0% and 2%. The firm may also charge fees based on performance. These fees are paid monthly in arrears. Clients can negotiate the fees they agree to pay.
Location
1221 Brickell Avenue, Suite 1030, Miami, FL, 33131
Get directionsHistory
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
Mmbg Investment Advisors CO.
Previous Registrations
Unimar
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.