Luis Burgos is a CFA-designated registered investment advisor at Uyana Partners LLC, based in Quito, with 1 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 74 clients with $120M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $9.0M | 0.90% |
| $9.0M - $12.0M | 0.80% |
| $12M+ | 0.80% |
Fees are negotiable above $12,000,001. Step-Up accounts with $50,000 to $999,999 are charged 1.00%, decreasing 0.05% annually to a minimum of 0.80%.
Fee Estimator
Location
Quito
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
Luis is the Proprietor/President of DILUDA Analytics S.A.S., which develops supervised learning prediction models for soccer. He dedicates nearly full-time hours overseeing models, managing contracts, and defining strategy.
Employment History
Current Registrations
Uyana Partners 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.