Rafael Marxuach is a registered investment advisor at Fsam LLC, based in Guaynabo, PR, with 27 years of industry experience. Rafael 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
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.
Learn about disclosures →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
First Southern, LLCBroker
Previous Registrations
First Southern Securities, LLC.Broker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
State Registrations2 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.