Antonio Murillo is a registered investment advisor at Idylian Capital, based in Mcallen, TX. Antonio 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 $2.5M 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 - $1000K | 1.80% |
| $1.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.20% |
Idylian may enter into arrangements where performance-based fees are assessed for advisory services. Performance-based fees are individually negotiated with clients. Adviser’s performance fee may only be utilized by the following types of clients: (i) A client that is a natural person who or a company that immediately after entering into an advisory agreement has at least $1,100,000 under the management of Adviser; (ii) A client that is a natural person who or a company that Adviser reasonably believes, immediately prior to entering into the advisory agreement, has a net worth (together, in the case of a natural person, with assets held jointly with a spouse and excluding the value of the clients 5 residence) of more than $2,200,000 at the time the advisory agreement is entered into, or (iii) a client that is a natural person who does not meet either definition as outlined above but who shall not be charged a performance fee based on the status of nonqualified or non-accredited. (iv) Clients eligible for the Private fund (non-US persons).
Fee Estimator
Location
813 N Main St, #211, Mcallen, TX, 78501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Idylian Capital
State Registrations1 state
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