Fernando Castillo is a registered investment advisor at Loyola Asset Management LLC, based in Coral Gables, FL, with 3 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 52 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loyola Asset Management charges an annual fee based on the value of your portfolio. The fee is calculated on the average ending balance of each month in the quarter fees are charged. The fees are negotiable. Here's the fee schedule:
- $250,000 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.50%
- $1,000,000 - $10,000,000: 1.25%
- $10,000,001 - $25,000,000: 1.00%
- Over $25,000,000: Negotiated
Location
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
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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
Fernando is a cofounder of Warriors Way Matcha LLC, an online matcha tea business, dedicating a few hours per week to overseeing website sales and marketing. He also works as a licensed real estate broker with Coldwell Banker, spending minimal time on this activity.
Employment History
Current Registrations
Loyola Asset Management LLC
State Registrations1 state
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