Renee Davies is a registered investment advisor at Chapel Bridge Wealth Advisors, based in San Juan, PR, with 4 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chapel Bridge Wealth Advisors offers portfolio management services. The annual advisory fee is customized and can be based on a percentage of your portfolio, a fixed fee, or a combination of both. The percentage-based fee ranges from 0.35% to 1.00% per year, depending on the amount of assets managed, the type and complexity of services, and the level of administration. Fees are billed quarterly in arrears, based on the account value at the end of each month.
Location
53 Palmeras Street, Suite 601, San Juan, PR, 00901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chapel Bridge Wealth Advisors
State Registrations2 states
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