Gonzalo Montero is a registered investment advisor at Lynx Advisory Partners, based in Coral Gables, FL, with 2 years of industry experience. Gonzalo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 113 clients with $220M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees above $10mm are negotiable.
Fee Estimator
Location
2655 Le Jeune Rd, Suite 905, Coral Gables, FL, 33134
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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.
Learn about disclosures →Other Business Activities
Gonzalo is a director at QTR Fund Services SARL in Luxembourg, a private fund management company. He is a member of the board of managers and spends minimal time on this activity.
Employment History
Current Registrations
Lynx Advisory Partners
Previous Registrations
Ceres Global Advisory
State Registrations2 states
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