RM
RM

Rafael Mendoza

1 Year of Experience
Miami, FL

Rafael Mendoza is a registered investment advisor at Black Toro LLC, based in Miami, FL, with 1 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
35 clients
Average Client Portfolio
$7.9M average
Assets Under Management
$276.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Black Toro may charge a fixed annual fee of up to $300,000 or an annual fee based on a percentage of the assets they manage, up to 2%. Fees are negotiated individually. In the case of accounts opened with Interactive Brokers through BlackToro, the firm assumes all brokerage commissions for the Clients, as part of the Custody Agreement with IB. Please note that this agreement may change in the future an clients may be required to cover all applicable brokerage commissions, transaction fees, custodian fees and other related costs and expenses.

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Location

600 Brickell Avenue, Suite 1775, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rafael is a consultant at Zoolo Ventures LLC, a business consulting firm he owns with his wife. He spends minimal time on this activity outside of trading/working hours.

Employment History
Current Registrations
Black Toro LLC
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
Rafael Mendoza - Financial Advisor | TrueAdvisor