Ruben Cano Consulting is a registered investment advisor offering portfolio management services. Ruben Cano Consulting tailors investment advice to meet individual client needs, considering financial planning and consulting integral to achieving financial and retirement goals. The firm offers both discretionary and non-discretionary portfolio management services, customizing investment portfolios based on risk tolerance and investment objectives. Ruben Cano Consulting monitors portfolio performance and rebalances as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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