Enrique Valero is a CFA-designated registered investment advisor at Vitral Advisors LLC, based in New York, NY, with 2 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 168 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee ranges between 0.40% and 1.00% of the net asset value of the account. All fees are negotiable. Adviser may enter into flat fee arrangements from time to time, typically for administrative services provided to clients. Adviser may in its sole discretion waive advisory fee charge on a part or whole client account balance.
Fee Estimator
Location
New York, NY
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 Activities
Enrique is a professor at Universidad Metropolitana. This activity requires minimal time.
Employment History
Current Registrations
Vitral Advisors LLC
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.