Manuel Lopez-Mendez
Manuel Lopez-Mendez is a registered investment advisor at Atlantis Investment Coaching, LLC, based in San Juan, PR, with 1 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 107 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Consultations - Negotiable hourly fee up to $300 per hour, or a fixed fee of up to $500 per consultation.
- Financial analyses or plans - Flat fee ranging from $500 to $5,000.
Location
District View the Work Place, 450 Ave De La Constitucion Ste 200, San Juan, PR, 00901-2317
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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.
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Manuel works full-time as an Events Director for Atlantis Investment Coaching, a Registered Investment Adviser firm, since 2021. He is responsible for the execution of all of Atlantis' live and online events.
Employment History
Current Registrations
Atlantis Investment Coaching, LLC
State Registrations1 state
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