Baltazar Fuentes is a registered investment advisor at Moreno Capital, based in Aventura, FL, with 2 years of industry experience. Baltazar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $42M 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 | 2.00% |
The performance fee will be equal to no more than 20% of any gains in excess of the highwater mark. This fee is in addition to the investment management fee.
Fee Estimator
Location
19505 Biscayne Blvd, Suite 2350, Aventura, FL, 33180
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Regulatory History (1)
Regulatory
January 2026Other Business Activities
Baltazar is an Investment Advisor Representative at Herbert Capital Management, LLC since September 2023. This activity requires minimal time.
Employment History
Current Registrations
Moreno Capital
Previous Registrations
Moreno Capital
Herbert Capital Management
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.