Francisco Pericas is a registered investment advisor at Popular Securities, LLC, based in San Juan, PR, with 2 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,120 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Popular Securities provides investment management through the FMAX Program and fixed income managers. The annual advisory fee has a cap of 2.50% for the FMAX Program and 1.10% for the Fixed Income Program. The total client fee is negotiated and can be based on asset levels or a single fee rate. Program fees are charged separately by FMAX or the fixed income manager and are based on a percentage of assets under management, billed quarterly in advance. There is a minimum annual program fee. Popular Securities also receives compensation from Russell Investments for certain mutual fund sales.
Location
208 Muñoz Rivera Ave., Popular Center Building North, San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francisco is a full-time employee as a Division Manager at Banco Popular de Puerto Rico, overseeing fiduciary and asset management. He also serves as a director for Echar Pa'lante Inc. (a non-profit, dedicating a few hours per week) and as treasurer for Condominio La Catedral (another non-profit, dedicating minimal time).
Employment History
Current Registrations
Popular Securities, LLC
State Registrations1 state
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