Alfonso Ortiz is a registered investment advisor at Finec Asset Management, based in San Diego, CA, with 3 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 148 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Finec Asset Management's fees for managing your investments are based on a percentage of the total value of your portfolio, typically ranging from 0.25% to 1.50% per year. A minimum fee of $400 per quarter applies. In specific cases, qualified investors may also pay a performance-based fee. Fees can be billed quarterly in arrears or paid in advance on a quarterly basis. Clients may negotiate fees.
Location
402 West Broadway, Suite 400, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfonso is a fund manager for Administración y Asesoría Dinámica SC, a financial advisory firm in Guadalajara, Mexico. He dedicates nearly full-time hours to this endeavor.
Employment History
Current Registrations
Finec Asset Management
State Registrations1 state
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