Luisa Mendoza is a CFP-designated registered investment advisor at Ducere Wealth Management, based in Las Vegas, NV. Luisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 128 clients with $500M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates shown are for the standard fee schedule. A separate fixed income fee schedule applies to fixed income-only portfolios (0.60% down to 0.25%). Fees are not negotiable, though the firm may waive or reduce fees in its sole discretion for certain accounts.
Fee Estimator
Location
6910 Cimarron Road, Las Vegas, NV, 89113
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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
Ducere Wealth Management
State Registrations1 state
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Exams
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