A complete list of active advisors currently associated with Guerra Investment Advisors
Warmer can help you find a great advisor at Guerra Investment Advisors or one who fits your needs even better.
Guerra Investment Advisors provides portfolio management and financial planning services to individual clients, serving both high-net-worth and non-high-net-worth households. The firm reports approximately $42 million in assets under management across about 106 client relationships and operates with a two-advisor team. The firm typically delivers discretionary portfolio management under percentage-of-AUM billing, consistent with many peers, and also offers advisory support that can include insurance products. The advisory team has long industry tenure—the firm was founded in 1995 and its principal entered the securities business in 1987—and supervision and compliance responsibilities are handled internally within the small team. What is distinctive is the firm’s ability to receive commission-based compensation from the sale of insurance products, a practice that is statistically uncommon among similarly supported firms and may create mixed compensation streams alongside asset-based fees. The firm also reports no disciplinary, civil, or bankruptcy proceedings in its disclosures, reflecting an unremarkable regulatory history.
To learn more about the advisors currently working at Guerra Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Paso, TX
| 20
| |
El Paso, TX
| 20
|
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