Francisco Gallardo is a registered investment advisor at Mora Capital Management, LLC, based in mexico city. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 685 clients with $1.9B 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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
All fees are negotiable. Institutional clients may pay as low as 0.50%. Certain accounts may be subject to performance-based fees of up to 20%.
Fee Estimator
Location
Vasco de Quiroga 3200, Santa Fe, alvaro obregon, mexico city, 01376
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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 →Employment History
Current Registrations
Mora Capital Management, LLC
State Registrations2 states
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
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