FP
FP

Fernando Padro

14 Years of Experience
Guaynabo, PR
Sells Insurance

Fernando Padro is a registered investment advisor at Sygnus Wealth Pr LLC, based in Guaynabo, PR, with 14 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$822K average
Assets Under Management
$12.3M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.30%
$1.0M - $2.0M1.20%
$2.0M - $5.0M1.10%
$5M+1.00%

Fees, account minimums and payment terms are negotiable depending on each client’s particular situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Metro Office Park 17, Street 2, Suite 640, Guaynabo, PR, 00968

Get directions

History

Regulatory History
Clean regulatory record

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

Fernando is the Chief Financial Officer of Caribbean Atlantic Brokers, LLC, a commercial property and casualty insurance brokerage firm. This role involves monthly closing of financial positions, production, and other key performance indicators, taking nearly full-time hours.

Employment History
Current Registrations
Sygnus Wealth Pr LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Loyal Capital Management
March 2024 - October 2024 · 7 mos
Loyal Capital Management
July 2022 - December 2023 · 1 yr 5 mos
San Juan Asset Management, INC.
February 2006 - December 2016 · 10 yrs 10 mos
State Registrations1 state
PR
Advisor

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.

Exams
No exam information available for this advisor.
Fernando Padro - Financial Advisor | TrueAdvisor