Paredes Capital provides wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating a portfolio strategy and constructing a portfolio primarily of exchange-traded funds. Financial planning covers areas like retirement, education savings, and insurance needs. Paredes Capital may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Paredes Capital charges a fee based on the value of your investments, up to 1.00% annually, paid quarterly in advance. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Paredes Capital. Fees may be negotiable. The fee does not include custody and transaction fees charged by the custodian.