Contreras Financial, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Contreras Financial provides investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. Services include investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investments, insurance, retirement, college, and debt. Contreras Financial generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.

Assets Under Management$1.4M
Clients22
Advisors1
Avg. per Client$63K
Avg. per Advisor$1.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm