A complete list of active advisors currently associated with Miramontes Capital, LLC
Warmer can help you find a great advisor at Miramontes Capital, LLC or one who fits your needs even better.
Miramontes Capital serves individuals, high‑net‑worth clients and pension or profit‑sharing plans, providing financial planning and consulting, 529 account management, and a Wrap Comprehensive Portfolio Management service. Its financial planning engagements cover a wide range of topics including investment, retirement, estate and charitable planning as well as corporate and personal tax planning, cost segregation studies, real estate analysis and insurance evaluations. The firm reports a larger portion of its assets managed on a non‑discretionary basis than discretionary, while also offering individualized wrapped portfolio management in which clients may place reasonable investment restrictions. Investment decisions draw on fundamental, technical and cyclical analysis and may include long‑ and short‑term trading, use of third‑party sub‑advisors, and allocations to mutual funds, ETFs, bonds, annuities and individual securities. Miramontes is atypical among peer team advisers in its affiliations and business structure: the brochure discloses an affiliation with a broker‑dealer (Balanced Security Planning), related insurance activities and an accounting/tax services relationship, and its representatives are dually registered so they may accept commissions and insurance compensation. The firm also sponsors a wrap fee program, names Charles Schwab as its primary custodian and describes specific procedures for third‑party money movement and custody that clients should review.
To learn more about the advisors currently working at Miramontes Capital, LLC, 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.
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