Francisco Soler is a CFA-designated registered investment advisor at Mas Advisors LLC, based in Coral Gables, FL, with 17 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 24 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAS Advisors charges a percentage of the assets they manage. This fee typically ranges from 0.25% to 2.00% per year. For clients participating in model portfolios, the fee typically ranges from 0.15% to 0.50% per year, which is included in the total annual fee. The firm also offers fixed/flat fee or hourly fee options.
Location
2121 Ponce De Leon Blvd, Suite 1160, Coral Gables, FL, 33134
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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 ActivitiesSells Insurance
Francisco is the CIO of MAS Advisors LLC, managing their investment platform full-time. He is also an agent for Regis Financial Partners, selling life insurance about a quarter of his time.
Employment History
Current Registrations
Mas Advisors LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Efg Capital International CORP.
Efg Asset Management (americas) CORP.
Efg Capital InternationalBroker
Mas Advisors LLC
Efg Asset Management (americas) CORP.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
Credicorp Securities, INC.Broker
State Registrations9 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.