RM
RM

Rafael Antonio Pagan Marxuach

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
165 clients
Average Client Portfolio
$684K average
Assets Under Management
$112.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.0M1.10%
$2M+1.00%

Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

GAM Tower 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rafael has several outside business activities, including personal investments in private equity and real estate ventures. He dedicates a few hours per week to real estate management and asset management, and about half his time to managing Phorcys Real Estate Capital Partners.

Employment History
Current Registrations
Fsam LLC
December 2017 - Present · 8 yrs 2 mos
First Southern, LLCBroker
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
First Southern Securities, LLC.Broker
September 2016 - October 2020 · 4 yrs 1 mo
UBS Financial Services INC.Broker
July 1997 - November 2015 · 18 yrs 4 mos
UBS Financial Services Incorporated of Puerto RicoBroker
July 1997 - November 2015 · 18 yrs 4 mos
State Registrations2 states
GAPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Rafael Antonio Pagan Marxuach - Financial Advisor | TrueAdvisor