Muñoz Investment Banking Group offers financial advice and consulting, primarily to individuals and companies expanding into emerging markets. Services include financial analysis, capital raising, and identifying M&A targets. The firm refers clients to Certified Financial Planners for general financial planning. Muñoz Group doesn't offer investments or manage client assets, ensuring clients maintain control over their financial decisions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Muñoz Group offers investment advisory services at an hourly rate of $595/hour. Alternatively, they may agree to a fixed monthly fee based on the size of your investment portfolio:
- Portfolio less than $1 million: $1,000 per month
- Portfolio between $1 million and $5 million: $2,000 per month
- Portfolio between $5 million and $10 million: $3,000 per month
- Portfolio over $10 million: Hourly rate is the only option.
Muñoz Group does not work on a success fee basis for investment advisory services.
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