Rodrigo Nevado
Rodrigo Nevado is a registered investment advisor at Amoretti Wollman Capital Management, based in San Francisco, CA, with 2 years of industry experience. Rodrigo 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 109 clients with $22M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees may be negotiable at the firm's sole discretion.
Fee Estimator
Location
575 Market Street, 4th Floor, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Rodrigo is a managing partner at Montenegro Enterprises, LLC (DBA: Black Hill Ventures), a consulting company, and also serves as Director of Operations for 9059822 Canada Inc. (DBA: Canadian Health Labs), consulting on logistics for traveling nurses; these roles take about half of Rodrigo's time and over half of his time, respectively.
Employment History
Current Registrations
Amoretti Wollman Capital Management
State Registrations1 state
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