Cruz Investments & Wealth Management provides financial planning services covering various aspects like retirement, investments, estate, insurance, college, and tax planning. They also offer a program where they recommend and monitor third-party investment advisors based on a client's needs and goals. The firm does not manage client assets directly; instead, they recommend other advisors who do.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Cruz Investments & Wealth Management does not directly manage investments. Instead, they recommend third-party investment advisors. The fee for this recommendation and monitoring service will not exceed 2.00% per year, calculated monthly based on the average daily balance. This fee is in addition to the fees charged by the third-party advisor.
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