Pablo Carrillo is a registered investment advisor at Finamex Asset Management, LLC, based in Cdmx, with 1 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 170 clients with $100M 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 $250K | 2.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable at Finamex's discretion. Accounts with a balance below $10,000 will be charged a monthly fee of $25.
Fee Estimator
Location
Cdmx
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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
Pablo is a manager of investment banking structuring at Casa de Bolsa Finamex since 2020, dedicating more than full-time hours to this role. He is also the sole investment advisor and beneficiary of the EDLO #2 Children's Trust, spending minimal time on this activity.
Employment History
Current Registrations
Finamex Asset Management, LLC
Finamex International, LLC
Finamex International, LLCBroker
Previous Registrations
Finamex Asset Management, LLC
State Registrations3 states
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