Guerra Investment Advisors offers financial planning and investment advice on a "pay as you go" basis. Services include asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. The firm gathers client financial data to provide tailored recommendations, which may be written or verbal. Investment management services often involve investment modeling with advisor discretion, using an active management approach based on client goals and risk tolerance.
Fee Structure
Guerra Investment Advisors charges fees based on a number of factors, including the number of accounts, positions, account objectives, risk tolerances, time expended, and the total amount of assets managed. Fees are negotiable and quoted in advance. Clients agree to allow Guerra Investment Advisors to deduct fees from their accounts quarterly, in arrears, with a quarterly fee notification. Annual fees will not exceed 2.00% and are negotiable.