Fernando Castillo is a registered investment advisor at Loyola Asset Management LLC, based in Coral Gables, FL, with 4 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 57 clients with $240M 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 | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees are negotiable for accounts over $25,000,000. Fees are paid quarterly in arrears.
Fee Estimator
Location
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
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
Fernando is a cofounder of Warriors Way Matcha LLC, an online matcha tea business, dedicating a few hours per week to overseeing website sales and marketing. He also works as a licensed real estate broker with Coldwell Banker, spending minimal time on this activity.
Employment History
Current Registrations
Loyola Asset Management 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.
Exams
More Advisors
- William Neubauer, CFPComprehensive Money Management Services LLC
- Molly Baumberger, CFPEton Advisors
- Daniel Orona, CFPStonewealth Advisors, LLC
- Katherine Sojo-Trujillo, CFPEvensky & Katz/foldes Wealth Management
- Daniel Lopez, CFAFocus Partners Wealth, LLC
- Christopher Bell, CFAOppenheimer & CO. INC.