Luis Perales is a registered investment advisor at Crosswell Family Wealth Advisors, based in Tampico, Tamps., with 15 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable.
Fee Estimator
Location
Tampico, Tamps.
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luis is a professor at UTRM since 2015, the general manager of Distrubuidora Alebrije since 2014, and a hospitality manager for Villa 38 since 2014. These activities are not investment-related and take about a quarter of his time for the professor role, and about 10-20% of his time for each of the other two roles.
Employment History
Current Registrations
Crosswell Family Wealth Advisors
State Registrations1 state
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