Raul Berina is a registered investment advisor at Magellan Financial Solutions LLC, based in Warwick, NY, with 4 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 44 clients with $40M 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 - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
13 Oakland Avenue, Warwick, NY, 10990
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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
Raul provides consulting services to startups and small to medium-sized businesses through Magellan COF I, LLC. He creates and presents business development strategies, dedicating minimal time to this activity.
Employment History
Current Registrations
Magellan Financial Solutions LLC
State Registrations1 state
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