Roger Dasilva is a registered investment advisor at Hermosa Wealth Management, based in Hermosa Beach, CA, with 11 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 54 clients with $24M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
1097 Aviation Blvd, Hermosa Beach, CA, 90254
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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 Activities
Roger owns Realm Business and Tax Advisory, a tax preparation business, since December 2023. This activity takes nearly full-time.
Employment History
Current Registrations
Hermosa Wealth Management
Previous Registrations
United First Partners LLCBroker
MML Investors Services, LLCBroker
Calyon Securities (USA) INCBroker
Saratoga Capital MarketsBroker
Goldman, Sachs & CO.Broker
Spear, Leeds & Kellogg, L.P.Broker
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.