Richard Jensen is a registered investment advisor at Sollinda Capital Management LLC, based in Humacao, PR, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
Humacao, PR
Get directionsHistory
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 →Employment History
Current Registrations
Sollinda Capital Management LLC
Previous Registrations
Brs Financial LLC
Ing Financial Partners, INC
Royal Advisors, LLC
Prudential Financial Planning Services
Prudential Securities Incorporated
State Registrations1 state
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.