Santiago Copello
Santiago Copello is a registered investment advisor at Boreal Capital Management LLC, based in Boca Raton, FL, with 21 years of industry experience. Santiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 719 clients with $1.8B 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Fee Estimator
Location
Boca Raton, FL
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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 →Other Business ActivitiesSells Insurance
Santiago is dually registered with Boreal Capital Management, LLC, spending about 10% to 20% of his time seeking advisory clients. He also dedicates minimal time to RDK Advisors, providing insurance solutions and selling life insurance products, and is a member of the finance committee for Fundacion Santiago Vergara Crespo, advising on investments.
Employment History
Current Registrations
Boreal Capital Management LLC
Boreal Capital Securities LLCBroker
Boreal Capital Securities LLC
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Ita Financial Services, LLCBroker
Global Strategic Investments, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.