We collaborate with our clients to make financial decisions that will help protect and grow their wealth. We ask questions about what’s important to you right now, and what you hope to accomplish in the future.
- Do you have any current investments?
- What type of assets and liabilities do you have?
- What are your retirement goals?
- What type of education needs do you want to provide for your children or grandchildren?
- What kind of legacy do you want to leave behind?
- Are there any other special needs that require consideration?
The answers to these questions are unique to your situation. As such, being entrusted with this knowledge allows us to create a personalized financial strategy that is consistent with your short and long term financial goals.
We believe in solutions that are globally-diversified and tax-efficient. Most of all, we strive to offer you evidence-based recommendations with the goal of securing your financial future.
The advisors at Mundoval Capital Management work on a fee-basis only.
Our compensation only comes from you. We are not paid commissions or referral fees, nor do we receive compensation from brokerage firms for recommending any course of action. Since our advice is not biased towards financial products, we will work to find solutions that serve you best.
We are focused on helping you achieve your goals so you can secure your financial future.
We offer fee-based services that are typically 1% per annum of up to $5,000,000 of assets under our advisement. We have a tiered system after you’ve reached $5,000,000. We never charge commissions, nor do we receive commissions for our recommendations.
At Mundoval Capital Management, we know that life circumstances evolve over time. We keep in touch with our clients so that we both stay informed. This helps us re-assess your plan as needed to ensure that you are on target to meet your goals.
Should you have questions at any time, we’re here for you. Client support is an instrumental part of our focused financial services. We are committed to you.