Guerra Wealth Advisors helps clients build, manage, and protect their wealth. They manage investments on a discretionary basis, primarily using equities, cash, ETFs, and mutual funds. They also offer financial planning services covering areas like estate, tax, charitable giving, and family legacy objectives. Financial planning is offered under a separate agreement and fee. Guerra uses model managers and platform providers to assist with asset management.
Fee Structure
Guerra Wealth Advisors manages investments through a wrap fee program, which includes advisory services, trade execution, custody, and reporting for a single fee. The annual investment management fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is agreed upon in your contract. Fees are deducted directly from your account by the custodian. You can terminate the agreement with written notice, and the fee will be prorated.