Edgardo Castro is a registered investment advisor at Aragon Capital LLC, based in Fort Lauderdale, FL, with 18 years of industry experience. Edgardo 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 (2)
Employment Separation After Allegations
July 2014Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Edgardo works as an enrollment agent assisting customers with health, dental, and vision plans. He also sells health, life, and fixed annuity insurance products and receives commissions, taking about half of his time.
Employment History
Current Registrations
Aragon Capital LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Brewer Capital Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Capital One Investment Services LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
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.