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Mauricio Sanchez

Advisor at Portafolio Capital Management

Updated today
Portafolio Capital Management logo

Firm

Portafolio Capital Management

Location

San Antonio, TX 78212

Credentials

Series 63, Series 65

Industry experience

10 years

About

Mauricio Sanchez is a financial advisor at Portafolio Capital Management in San Antonio, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of finance, he is the founder and Chief of Strategy at GuruPresario LLC, a consulting firm that helps small business owners develop marketing and strategic skills. Portafolio Capital Management provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, families, trusts, charitable organizations, endowments, and businesses. The firm employs a top-down, asset-allocation approach with a focus on sector analysis and offers several investment strategies including a proprietary Tactical Sector Rotational strategy.

Client services

Based on Portafolio Capital Management

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Portafolio Capital Management

Active portfolio management Passive / index investing Wealth management

Fee options

Percentage

$0 - $5,000,000: 1.50% (Tactical Equity Sector Rotational Strategy) $5,000,000.01+: 1.25% (Tactical Equity Sector Rotational Strategy) $0 - $5,000,000: 1.25% (Alpha Seeking Long-Term Growth Strategy) $5,000,000.01+: 1.00% (Alpha Seeking Long-Term Growth Strategy) $0 - $5,000,000: 1.15% (Conservative Allocation Strategy) $5,000,000.01+: 1.00% (Conservative Allocation Strategy)

Other

Account minimum: $1,000,000 Fee-only: Fee-only basis: asset-based management fees as per tiered schedule

Location

2810 N Flores St.

San Antonio, TX 78212

Most active in

Texas

Work history

Martin Capital Advisors, LLP

2019 - Present (7 years)

JPMorgan Securities LLC.

2017 - 2018 (1 year)

Sanch Mgt

2016 - 2016 (1 year)

BBVA Compass Insurance Agency, Inc.

2016 - 2017 (1 year)

BBVA Weath Solutions Inc.

2015 - 2017 (2 years)

BBVA Securities Inc

2015 - 2017 (2 years)

Compass Bank

2015 - 2017 (2 years)

GuruPresario

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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