Mauricio Reyes
Mauricio Reyes is a registered investment advisor at Quality Financial Planning LLC, based in Bradenton, FL, with 3 years of industry experience. Mauricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $1.6M 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 $1.0M | 1.60% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.10% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1201 6th Ave W, Suite 100 Unit A650, Bradenton, FL, 34205
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 →Other Business ActivitiesSells Insurance
Mauricio is the President and an insurance agent at Reyes Benefits Inc., where he sells insurance products. This takes nearly full-time, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
Quality Financial Planning LLC
State Registrations2 states
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.