Raul Velazquez is a ChFC-designated registered investment advisor at Cenador Financial Advisers LLC, based in New York, NY, with 4 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
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 | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Fees are negotiable and may vary based on several factors. Similarly situated clients could pay different fees.
Fee Estimator
Location
45 Rockefeller Plaza, Suite 2000, New York, NY, 10111-3193
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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 Activities
Raul is the President & CEO of Velazquez Ventures LLC, a consulting firm, and Senior Managing Director of Cenador Capital LLC, which explores alternative business opportunities. These activities each take Raul a few hours per week and are not investment-related.
Employment History
Current Registrations
Cenador Financial Advisers LLC
State Registrations1 state
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