Victor Cerda is a registered investment advisor at X-Square Capital, based in Guaynabo, PR, with 1 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X-Square Capital's annual fee for managing your investments is generally between 1% and 2%. The exact fee depends on the account's trading volume, size, and investment strategy. All fees and account minimums are non-negotiable.
Location
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR, 00968
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
X-Square Capital
State Registrations1 state
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