Luis Razo is a registered investment advisor at Guiding Wealth Management, LLC, based in San Mateo, CA, with 2 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $51M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable. Clients will not be charged a total management fee over the 2% industry average.
Fee Estimator
Location
1900 S. Norfolk St. Suite 350, San Mateo, CA, 94403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Guiding Wealth Management, LLC
State Registrations2 states
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