Rolando Colon is a registered investment advisor at Charles Schwab & CO., INC., based in San Juan, PR, with 27 years of industry experience. Rolando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
250 Ave Munoz Rivera, Suite 104, San Juan, PR, 00918-1806
Get directionsHistory
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 Activities
Rolando is involved in a neighborhood watch program in San Juan, Puerto Rico, since 2018, working with local police to prevent crime and improve living standards. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
Sydney Prevor and CO. INC.Broker
State Registrations20 states
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