MD
CFP
MD
CFP

Miguel Antonio Dajer-Rodriguez

1 Year of Experience
Areas of Practice
Retirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$714K average
Assets Under Management
$367.7M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
Loading...

Location

350 Us Highway 46, Mine Hill, NJ, 07803

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Miguel owns Apex Bookkeeping LLC, a bookkeeping business, since 2018. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.

Employment History
Current Registrations
Precision Financial Services
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Miguel Antonio Dajer-rodriguez - Financial Advisor | TrueAdvisor