Paul Morales
Paul Morales is a registered investment advisor at Atlas Asset Management LLC, based in Guaynabo, PR, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Asset Management's fees for managing separate accounts are based on the investment strategy and the size of the account. The annual fees typically range from 0.05% to 1.50% of the account's net assets. Fees are negotiable and may vary depending on the product and the costs incurred by Atlas. The fee is calculated using the average of the beginning and ending market value of the client's account, either monthly or quarterly.
Location
Buchanan Office Center 40 Carr 165, Suite 201, Guaynabo, PR, 00968-8022
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Regulatory History (1)
Customer Dispute
July 2014Employment History
Current Registrations
Atlas Asset Management LLC
Previous Registrations
Atlas Asset Management LLC
Santander Asset Management
Santander Securities
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.