Augusto Trinidad is a registered investment advisor at Precise Investment Management, INC., based in Asuncion, with 11 years of industry experience. Augusto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precise Investment Management charges a percentage of your portfolio's value annually for their single managed accounts. The advisory fees range from 0.75% to 2.00%, but are negotiable based on the client relationship and the size of the account. Fees are billed quarterly, in advance. For the Precise Worldview Focus and Structured Programs, the advisory fees range from 0.75% to 1.50%, also negotiable, but will not exceed 3% of the portfolio assets under management per year.
Location
Facundo Machain 6680, 4th Floor, Asuncion
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Augusto provides hedging solutions for institutional clients through Prytaneum Advisors, dedicating about 10-20% of his time. He also has passive investments in Woosh SA, Silkroad Sociedad Anonima, and Paramex Trade SRL, requiring minimal time commitment.
Employment History
Current Registrations
Precise Investment Management, INC.
Insight Securities, INC.
Insight Securities, INC.
Insight Securities, INC.Broker
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Insight Securities, INC.
Insight Securities, INC.Broker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Northeast Asset Management, INC.
Northeast Securities, INC.Broker
State Registrations2 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.