Edward Barros is a registered investment advisor at Finanxial Investment Advisors, CORP, based in San Juan, PR, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 122 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $199K | 1.85% |
| $199K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.90% |
Each client is also charged an annual maintenance fee of $240. Fees may also vary based on individual or family circumstances.
Fee Estimator
Location
121 De Diego Avenue, Urb. San Francisco, San Juan, PR, 00927
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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 →Employment History
Current Registrations
Finanxial Investment Advisors, CORP
Previous Registrations
Universal Financial Services INC.
Universal Financial Services INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Painewebber IncorporatedBroker
Painewebber Incorporated of Puerto RicoBroker
Citicorp Financial Services CorporationBroker
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.