GM
CFP
GM
CFP

Giancarlo Diaz-Munio Mendez

11 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
455 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$697.8M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25M+0.25%

Fees are negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,500
Loading...

Location

Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Freedom Advisory
March 2014 - Present · 11 yrs 11 mos
State Registrations2 states
PRTX
Advisor
Exams
No exam information available for this advisor.