Animus Wealth Management provides asset management, financial planning, and retirement plan consulting services. For investment management, Animus Wealth Management oversees client accounts on both a discretionary and non-discretionary basis across various securities including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. Financial planning services are offered on a project basis or as an ongoing annual plan, covering areas such as tax planning, retirement strategies, asset allocation, and cash flow analysis. Additionally, Animus Wealth Management offers retirement plan consulting to employer-sponsored plans and may recommend third-party money managers for specialized portfolio management. The firm is owned and operated by Rolando J. Perez and is based in McAllen, Texas.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and up to 2.00% annually. Subject to a minimum annual fee of $1,250.