Maria Quiros is a registered investment advisor at Summa CORP., based in Tomball, TX, with 37 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 66 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for accounts over $2,000,000 are negotiable. Fixed income accounts under $2,000,000 are charged 0.75% annually.
Fee Estimator
Location
25219 Kuykendahl Rd, Suite 260, Tomball, TX, 77375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria is a sub-advisor for a Panamanian investment advisory firm, spending about 64 hours per month on duties such as providing recommendations for individual accounts and reviewing investment alternatives. Maria also co-owns commercial real estate in Mexico City and is a sole proprietor of Summa Realty LLC, as well as being the general manager of BDQ Realty LLC.
Employment History
Current Registrations
Summa CORP.
Previous Registrations
Insight Securities, INC.Broker
Argentus Securities, LLCBroker
Financial Counseling CorporationBroker
Horwitz & Associates, INC.Broker
Gamma Capital Securities, INCBroker
Inverworld Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.