Sc Asesores En Inversiones Independientes SA De Cv

Fee-Only (% of Portfolio)Fixed/Hourly

SC Asset Management Asesores en Inversiones Independientes, S.A. de C.V. offers asset management and financial advice to individuals, institutions, and corporations. The firm provides customized discretionary and non-discretionary portfolio management, designing and implementing tailored investment strategies that align with each client's specific objectives, time horizon, and risk profile. Investment activities may encompass a wide range of assets and securities across various global and local markets, including equities, fixed income, exchange-traded funds, options, derivatives, and alternative investments. The firm can coordinate with its affiliated U.S. registered investment adviser, IPG Investment Advisors, LLC, for cross-border strategies and sub-advisory or co-management services, particularly for assets invested in Mexico or denominated in Mexican pesos. SC Asset Management Asesores en Inversiones Independientes focuses on seeking asset preservation and capital appreciation through disciplined research and personalized portfolio construction.

Assets Under Management$550M
Clients385
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$160K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual management fees generally range between 0.30% and 1.50% of the account value, or can be structured as a fixed fee. All fees are negotiable.

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

0 Advisors at this firm

No advisors found for this firm.