Gonzalo Andres Mendoza
Advisor at Valor Advisors LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
Miami, FL 33131
Valor Advisors LLC
Multi-team
Total advisors
3Clients per advisor
22 Very LowAvg AUM per client
$56,449,156 Very HighHNW client ratio
100% Very HighGonzalo Mendoza is a financial advisor at Valor Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valor Advisors since 2014, including roles at related entities Valor Capital Management LLC and Valor Ins. LLC. Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America, high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a long-term buy-and-hold investment approach tailored to each client’s financial profile.
Based on Valor Advisors LLC
Fixed fees negotiated for consulting services based on complexity and scope.
$0 - $50,000,000: 1.0% annually $50,000,000+: 0.75% annually
Insurance products sold through affiliate Valor Ins. generate commissions to associated persons; commissions vary by product type, carrier, and structure.
Performance fee charged only if prior year performance is at least 4%; up to 0.35% additional fee if performance is 4%–7%; up to 0.70% additional fee if performance is 7% or more; fees payable annually in January following calendar year end.
Statement consolidation services fees based on asset value, charged monthly or quarterly; rate and frequency negotiated with client.
Minimum fee: Minimum amount may be required for fixed fee or minimum quarterly fee for non-discretionary management or consulting services, amount depends on service complexity and negotiated with client. Fee-only: Fixed fees negotiated for consulting services; administrative fee as a negotiated percentage of disbursement amount; statement consolidation fees negotiated based on assets, number of accounts, and reporting frequency.
Miami, FL
1441 Brickell Avenue, Suite 1500
Miami FL 33131
Advisors at this office
3
Florida
11 years of industry experience
Valor Capital Management LLC
2019 - Present • 7 years
Miami, FL
Valor Ins. LLC
2018 - Present • 8 years
Miami, FL
Valor Advisors LLC
2014 - Present • 12 years
Miami, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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