Asdrubal Rojas is a registered investment advisor at Lifeinvest Wealth Management, LTD, based in Caracas, with 1 years of industry experience. Asdrubal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 366 clients with $450M 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 $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Location
Caracas
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Asdrubal is a founding member and Senior Portfolio Manager at Kapital, a finance consulting company, since 2012. He dedicates a few hours per week to defining strategic plans, coordinating investment strategies, and providing financial counseling.
Employment History
Current Registrations
Lifeinvest Wealth Management, LTD
State Registrations4 states
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