Hector Valdez is a registered investment advisor at Fmsa, based in Brownsville, TX, with 1 years of industry experience. Hector operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M 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 $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
2108 Central Blvd, Brownsville, TX, 78520
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
Hector is the CEO of Aetherworks Inc, a carbon capture technology company, since January 2022. He spends a few hours per week on this activity, including minimal time during securities trading hours, attending meetings, giving presentations, budgeting, and planning.
Employment History
Current Registrations
Fmsa
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.