Luis Giraldo is a registered investment advisor at 57 West Capital Advisors, INC., based in Austin, TX, 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 Investment Management. Their firm serves 89 clients with $47M 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 $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are subject to negotiation.
Fee Estimator
Location
11615 Angus Road, Suite 104-K, Austin, TX, 78759
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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.
Learn about disclosures →Other Business Activities
Luis is the President of Treis Investments Inc. and invests in his family network, dedicating a few hours per week. He is also the President of Innovated Freezing Systems S.A.S in Ecuador, where Treis has invested, spending a few hours per week.
Employment History
Current Registrations
57 West Capital Advisors, INC.
State Registrations3 states
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