Cerda Munoz Advisors provides ongoing investment management and custom financial planning services for individuals, pension and profit-sharing plans, trusts, and business entities. The firm builds investment portfolios using mutual funds, exchange-traded funds, stocks, bonds, real estate investment trusts, and cash instruments, relying on Modern Portfolio Theory. In addition to investment management, Cerda Munoz Advisors offers custom consulting in areas such as cash flow planning, tax planning, retirement planning, insurance, long-term care, and estate planning. The firm also offers standalone tax preparation services through its professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fee percentages typically range from 0.60% to 1.50% depending on client circumstances.