Finamex Asset Management offers investment advisory services based on Modern Portfolio Theory, aiming for long-term, risk-adjusted returns. They create customized portfolios using ETFs, mutual funds, and individual stocks/bonds. Finamex also provides financial planning services covering investment, retirement, tax, insurance, and estate planning. Clients work with Finamex to identify their goals and risk tolerance. Finamex does not take custody of client funds.
Assets Under Management$100M
Clients170
Advisors5
Avg. per Client$610K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable at Finamex's discretion. Accounts with a balance below $10,000 will be charged a monthly fee of $25.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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