Rodolfo Torres
Rodolfo Torres is a registered investment advisor at Torres Financial Services, INC., based in San Antonio, TX, with 26 years of industry experience. Rodolfo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 184 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Torres Financial Services charges a percentage of your portfolio annually for asset management services. The specific percentage is determined in your agreement with Torres Financial Services and may be negotiable. The average fee ranges from 0.50% to 2.75%. You can choose to have the fees deducted from your investment account or pay Torres Financial Services directly upon receiving a bill.
Location
85 NE Loop 410, #116, San Antonio, TX, 78216
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodolfo is the President and Owner of Torres Financial Services, Inc., offering insurance, investment advisory, and securities services. This activity takes nearly all of Rodolfo's time.
Employment History
Current Registrations
Torres Financial Services, INC.
Previous Registrations
Fsc Securities Corporation
Multi-Financial Securities Corporation
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.