Jaime Echandi is a registered investment advisor at Fsam LLC, based in Guaynabo, PR, with 28 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 165 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Annual fees in international advisory accounts may range up to 2%. All fees are negotiable between the client and FSAM.
Fee Estimator
Location
GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (23)
Customer Dispute
March 2022Customer Dispute
September 2019Customer Dispute
July 2019Customer Dispute
March 2019Customer Dispute
March 2019Customer Dispute
December 2018Customer Dispute
September 2018Customer Dispute
August 2018Customer Dispute
July 2018Customer Dispute
July 2018Customer Dispute
July 2018Customer Dispute
May 2018Customer Dispute
April 2018Customer Dispute
April 2018Customer Dispute
January 2018Customer Dispute
November 2017Customer Dispute
August 2017Customer Dispute
July 2017Customer Dispute
July 2016Customer Dispute
June 2016Customer Dispute
October 2015Customer Dispute
March 2015Customer Dispute
September 2014Other Business Activities
Jaime has 50% ownership in Carraizo Holdings since 2008 and Careye Investments since 2015, both property rental businesses. Jaime is also a member of Samzam Investments since 2020, a pass-through entity holding personal investments, spending minimal time on this activity.
Employment History
Current Registrations
Fsam LLC
First Southern, LLCBroker
Previous Registrations
Fsam LLC
First Southern Securities, LLC.Broker
Santander Securities
Santander Securities LLCBroker
Santander SecuritiesBroker
Popular Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.