Rolando Perez
Rolando Perez is a registered investment advisor at Animus Wealth Management, LLC., based in Mcallen, TX, with 9 years of industry experience. Rolando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 47 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Animus Wealth Management charges a percentage of the total value of your portfolio. This fee is negotiable. The exact fee will be determined in writing in your investment advisory agreement.
Location
3600 N. Mccoll Rd, Mcallen, TX, 78501
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2022Civil
October 2022Other Business ActivitiesSells Insurance
Rolando works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating about a quarter of his time. He is also an officer at Percisne Consulting LLC and a managing member at REA General Contractors LLC.
Employment History
Current Registrations
Animus Wealth Management, LLC.
Previous Registrations
Eagle Strategies LLC
Nylife 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.