Roberto Vazquez is a CFP-designated registered investment advisor at Freedom Advisory, based in Guaynabo, PR, with 26 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $880M 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 - $6.0M | 1.00% |
| $6.0M - $16.0M | 0.60% |
| $16.0M - $41.0M | 0.40% |
| $41M+ | 0.25% |
Fees are negotiable based on factors including assets managed, anticipated future assets, and account composition.
Fee Estimator
Location
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2018Employment Separation After Allegations
February 2017Customer Dispute
April 2016Employment History
Current Registrations
Freedom Advisory
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
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.
Exams
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