Carmen Suarez is a registered investment advisor at Aton Financial LLC, based in San Juan, PR, with 36 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 260 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated at the Advisor’s discretion.
Fee Estimator
Location
1590 Ponce De Leon, Suite 206, San Juan, PR, 00926
Get directionsHistory
Regulatory History (57)
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December 2017Customer Dispute
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August 2016Customer Dispute
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September 2014Customer Dispute
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June 2009Other Business Activities
Carmen is a director at Culturarte de PR, a non-profit cultural organization focused on classic music and opera. She dedicates minimal time to this activity.
Employment History
Current Registrations
Aton Financial LLC
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
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.