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Jorge Rodriguez-Bonano

Ipi Wealth Management, INC.
27 Years of Experience
San Juan, PR
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jorge Rodriguez-Bonano is a registered investment advisor at Ipi Wealth Management, INC., based in San Juan, PR, with 27 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B in assets under management.

Ipi Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,260 clients
Average Client Portfolio
$200K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

The CIty Towers, 252 Ponce de Leon Ave Suite 1001, San Juan, PR, 00918

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History

Regulatory History (1)
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Customer Dispute
September 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jorge is a life and health insurance agent since 2005, dedicating minimal time to this activity. He is also the President of Advisers Alliance, Inc. since 2015, managing costs and expenses, spending about 10% of his time during regular business hours. He is also an independent insurance agent through various agencies.

Employment History
Current Registrations
Ipi Wealth Management, INC.
November 2021 - Present · 4 yrs 11 mos
Investment Planners, INC.Broker
October 2020 - Present · 6 yrs
Previous Registrations
Nationwide Planning Associates INC.Broker
March 2014 - October 2020 · 6 yrs 7 mos
MML Investors Services, LLCBroker
November 2005 - March 2014 · 8 yrs 4 mos
AXA Advisors, LLCBroker
August 2000 - November 2005 · 5 yrs 3 mos
Oriental Financial Services CORP.Broker
November 1998 - February 2000 · 1 yr 3 mos
Eq Financial Consultants, INC.Broker
May 1998 - September 1998 · 4 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1998 - September 1998 · 4 mos
State Registrations7 states
CAFLGAMDOHPRVA
AdvisorBrokerBoth

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.
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