Rodolfo Argosino
Rodolfo Argosino is a registered investment advisor at Ae Wealth Management, LLC, based in San Francisco, CA, with 28 years of industry experience. Rodolfo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
650 California St., 7th Floor, San Francisco, CA, 94108
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Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Rodolfo is a sole proprietor and insurance agent since 2019, selling insurance products. This activity takes about a quarter of his time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Ruggieri Wealth Advisors LLC
Aventine Wealth Management LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Crescita Capital LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Schroder & CO. INC.Broker
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.