Rodolfo Oropeza
Rodolfo Oropeza is a registered investment advisor at Crosswell Family Wealth Advisors, based in The Woodlands, TX, with 17 years of industry experience. Rodolfo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 53 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1% per annum and are negotiable. Certain employee-related accounts may be charged lower rates.
Fee Estimator
Location
1790 Hughes Landing Blvd, Suite 470, The Woodlands, TX, 77380
Get directionsHistory
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
Rodolfo is a licensed insurance agent since 2015, dedicating minimal time to this activity. He also provides general business management consulting services for a family office and is a member of Crosswell Consulting Services, LLC, spending about a quarter of his time on these consulting activities.
Employment History
Current Registrations
Crosswell Family Wealth Advisors
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.
Exams
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