Emilio Vilella is a registered investment advisor at Blue Ocean Strategic Advisors, LLC, based in San Juan, PR, with 12 years of industry experience. Emilio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Ochoa Building 500 De La Tanca Street, Suite 205, San Juan, PR, 00901
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 →Other Business Activities
Emilio is a partner at The Pension Administrators Group, Inc. He spends minimal time on this activity and does not consider it his primary business.
Employment History
Current Registrations
Blue Ocean Strategic Advisors, LLC
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.