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Rafael Villagran

Genesia Investments LLC
16 Years of Experience
Greer, SC
View SEC Summary
View SEC Summary

Rafael Villagran is a registered investment advisor at Genesia Investments LLC, based in Greer, SC, with 16 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing.

Genesia Investments LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$299.1M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

Fees vary by specific portfolio strategy, ranging from 0.20% to 0.40% annually for investment portfolios. Separate graduated fee schedules apply to portfolio management consulting services starting at 0.05% to 0.15% on the first $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Greer, SC

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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.

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Other Business Activities

Rafael is a member of Villagran Investments LLC, where he publishes newsletters and consults for institutional clients. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Genesia Investments LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Northwest Asset Management
July 2021 - February 2024 · 2 yrs 7 mos
Coldstream Securities, INC.Broker
August 2017 - July 2019 · 1 yr 11 mos
Coldstream Wealth Management
August 2017 - July 2019 · 1 yr 11 mos
Itg INC.Broker
November 2011 - June 2013 · 1 yr 7 mos
Rigel Capital LLC
September 2009 - June 2010 · 9 mos
Genesia Capital Advisors
July 2008 - September 2009 · 1 yr 2 mos
Genesia Capital Advisors
July 2008 - July 2008 · 0 mos
Rigel Capital LLC
October 2003 - November 2007 · 4 yrs 1 mo
Rigel Capital Management INC
July 2002 - December 2004 · 2 yrs 5 mos
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.
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