| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees are negotiable based on various factors.
Centro Intrenacional De Mercadeo, Tower 1, Suite 205, Guaynabo, PR, 00968
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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 →Eduardo is a director at Antilles Insurance Company and Anglo Puerto Rican Insurance Corp, and a member of Anglo Holdings, CLC, spending minimal time on these roles combined. He is also President of Cenon Corporation and Managing Member of Lantic LLC, each taking a few hours per week.