Cerda Munoz Advisors (CMA) offers investment management, both discretionary and non-discretionary, using various investment vehicles like mutual funds, ETFs, stocks, and bonds. CMA also provides financial planning services covering areas like cash flow, tax, investment, retirement, insurance, and estate planning. CMA may recommend unaffiliated investment managers and will monitor client accounts regularly.
Assets Under Management$210M
Clients601
Advisors3
Avg. per Client$350K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Cerda Munoz Advisors charges a percentage of the value of your investments. The exact percentage can vary depending on your circumstances, but it typically falls between 0.60% and 1.50% per year. This fee is calculated at the end of each calendar quarter. Fees are deducted directly from client accounts with their consent.
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