Roberto Cortes is a registered investment advisor at Capitalia Advisors LLC, based in Guaynabo, PR, with 11 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capitalia negotiates investment advisory fees with each client individually, based on the size of the account. Fees are billed monthly or quarterly, based on the market value of the investments at the beginning of the billing period. Some clients may choose to pay a flat fee monthly or quarterly. Clients can instruct their custodian to pay Capitalia directly or pay separately. Trade execution and custodial fees are charged separately by the custodian.
Location
Ave. Palma Real #2, Suite 103, Guaynabo, PR, 00969
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capitalia Advisors LLC
State Registrations1 state
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