Guerra Investment Advisors

Guerra Investment Advisors, established in January 2006 and based in El Paso, Texas, is a Registered Investment Advisor led by President Ruben E. Guerra. The firm manages $34 million in assets under management on a discretionary basis. Specializing in fee-for-service financial planning and investment advice, the firm offers services such as asset allocation, investment selection, retirement planning, and more, tailored to each client's unique circumstances. Clients engage on a "pay as you go" basis, with fees negotiable and quoted in advance. Fees are calculated quarterly based on assets under management, with a maximum annual fee of 2%. Guerra Investment Advisors provides active investment management with discretionary authority for trades, allowing the Advisor to take action within client accounts. Clients have the option to implement all, some, or none of the Advisor's recommendations. The firm does not charge performance-based fees and primarily serves "main street" individuals, high net worth clients, foundations, trusts, and corporate clients. Guerra Investment Advisors emphasizes a fiduciary duty to clients and maintains a code of ethics to ensure client confidentiality and ethical conduct.