Edwin Rodriguez is a registered investment advisor at Captrust, based in Boca Grande, FL, with 51 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
Boca Grande, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business Activities
Edwin is involved in numerous LLCs and organizations, including those related to family investments, real estate, boat ownership, a food manufacturer, and non-profits. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Captrust
Previous Registrations
Crescent Capital Consulting, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Howard, Weil, Labouisse, Friedrichs IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations3 states
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.