Mario Avila is a registered investment advisor at Vertex Investments Group, based in Murrieta, CA, with 1 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. The annual advisory fee is paid monthly in advance based on the value of Client’s account(s) as of the last day of the billing period.
Fee Estimator
Location
39490 Copper Craft Dr, Murrieta, CA, 92562
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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
Mario is the founder and CEO of Efficient-Aire Mechanical Inc., an HVAC company. This activity accounts for about 10% of Mario's time.
Employment History
Current Registrations
Vertex Investments Group
State Registrations1 state
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