Jose Montes is a registered investment advisor at Consultiva Wealth Management, CORP., based in San Juan, PR. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consultiva's fees for investment advisory services are based on the value of your portfolio. The exact percentage is negotiated based on the scope of services and the size of your relationship.
For non-discretionary services, fees range from 0.50% to 2.00% per year. For full discretionary services, fees range from 0.75% to 2.00% per year.
Consultiva may charge an additional fee of up to 0.75% for discretionary investment advisory services related to the Unified Managed Account Program.
Fees are negotiable and may differ based on factors like sub-advisory relationships or special project arrangements. The suggested minimum portfolio size is $1,000,000, but exceptions may be granted.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
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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.
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Current Registrations
Consultiva Wealth Management, CORP.
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.