Raul Benitez is a CFP-designated registered investment advisor at Aragon Capital LLC, based in Fort Lauderdale, FL, with 23 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 839 clients with $290M 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 $2.5M | 2.50% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
101 NE 3rd Ave, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (7)
Customer Dispute
January 2024Customer Dispute
November 2023Customer Dispute
July 2021Customer Dispute
December 2020Customer Dispute
February 2019Employment Separation After Allegations
March 2013Customer Dispute
February 2011Other Business ActivitiesSells Insurance
Raul started a fixed insurance business with Lifecraft Financial in May 2023. He also owns rental property in Miami Springs, FL since 2018, dedicating minimal time as a landlord.
Employment History
Current Registrations
Aragon Capital LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Brokers International Financial Services, LLC.Broker
Kovack Securities INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.