Mirador Capital Partners
Mirador Capital Partners, LP is a financial advisory firm established in 2013 and registered as an investment adviser since 2014. The firm specializes in providing comprehensive portfolio management services, financial planning, and consulting to individuals, high net worth individuals, trusts, estates, charitable organizations, and various types of businesses. Their investment strategies include long-term purchases, short-term purchases, trading, and tax loss harvesting. Mirador Capital Partners offers tailored investment advice with the opportunity for clients to place restrictions on their investments. The firm manages assets on a discretionary basis, with a minimum account balance requirement of $500,000 for their Comprehensive Portfolio Management service. Fees for Comprehensive Portfolio Management are calculated based on a percentage of assets under management not to exceed 2.00%. The firm does not charge performance-based fees and acts as a fiduciary, voting client securities in their best interest. Mirador Capital Partners utilizes Charles Schwab & Co., Inc. and Interactive Brokers LLC as qualified custodians. The firm does not accept soft dollars and does not receive compensation for client referrals. Mirador Capital Partners participates in Broadridge's Global Securities Class Action service for asset recovery. The firm does not have custody of client funds in the traditional sense but has custody under specific circumstances, such as the authorization to deduct advisory fees. Mirador Capital Partners does not have any disciplinary events and does not require prepayment of fees that could impair their financial condition.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].