Ricardo Calderon is a registered investment advisor at Mas Advisors LLC, based in Coral Gables, FL, with 12 years of industry experience. Ricardo 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
Ricardo is a member of MAS Services LLC, providing services for insurance and investment clients, and holds CEO/Director positions in Acadia Life International Limited, Acadia Life Limited, and Acadia Wealth Management LTD. He also provides strategic guidance to Regis Financial Partners, LLC, a national life brokerage organization, and serves on the board of directors for Investors Preferred Life Insurance Company.
Employment History
Current Registrations
Mas Advisors LLC
State Registrations2 states
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