Enrique Villalobos & Associates offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create customized portfolios using proprietary model portfolios and request authority to make trades without asking first. The firm primarily uses exchange traded funds and mutual funds in client portfolios.
Assets Under Management$6.6M
Clients16
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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