Raul Isern is a CFP-designated registered investment advisor at Atlantic Family Wealth, LLC, based in Coral Gables, FL, with 32 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 246 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlantic Family Wealth manages investment portfolios for a fee based on the value of your portfolio. The maximum fee is 1.25% per year, but the exact fee is negotiable. They also offer access to LPL Financial's advisory programs, which have a maximum combined fee of 1.85%. Fees are deducted from your account quarterly.
Location
6705 S Red Road, Suite 604, Coral Gables, FL, 33143
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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.
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Raul is involved with AFW-604 Holdings, LLC for tax/investment purposes, dedicating minimal time. He also provides investment advisory services through Atlantic Family Wealth, LLC and Atlantic Family Wealth, spending nearly full-time on these activities combined.
Employment History
Current Registrations
Atlantic Family Wealth, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Quick & Reilly, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paragon Capital CorporationBroker
State Registrations15 states
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.