Advisor at Open Wealth Management LLC
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.
Jose Manstretta Cardozo is a CFA® charterholder and financial advisor with four years of industry experience. He has worked at Open Wealth Management LLC since 2021 and previously held roles at Proman US and Royal Dutch Shell. Open Wealth Management LLC is a Texas-registered independent advisory firm serving individuals and families, including senior corporate executives and owners of closely held businesses. The firm employs a long-term, asset-allocation driven investment approach, managing portfolios that include mutual funds, ETFs, ETNs, and individual securities, primarily on a discretionary basis.
$250,000 - $1,500,000: 2.0% $1,500,001 - $3,000,000: 1.75% $3,000,001+: 1.50%
Account minimum: $250,000
Katy, TX
Texas
Open Wealth Management LLC
2021 - Present (5 years)
Proman US
2019 - 2021 (2 years)
Individual Investor
2018 - 2019 (1 year)
Royal Dutch Shell
2005 - 2018 (13 years)
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