Puente Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and families, including international clients and U.S. citizens living abroad. Puente Wealth Advisors builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and third-party model portfolios or independent managers, incorporating strategies like direct indexing and tax-managed equity. The firm offers comprehensive financial planning covering areas such as business consulting, cash flow and debt management, estate planning, financial goals, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Puente Wealth Advisors is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Combined fees for advisory services, outside managers, and model providers will not exceed 2% of assets under management.