Raul Sonza is a registered investment advisor at Cabildo Capital LLC, based in Washington, DC, with 24 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 85 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
85 clients
Average Client Portfolio
$588K average
Assets Under Management
$50.0M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Washington, DC
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Regulatory History (1)
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Regulatory
January 2019Final
Employment History
Current Registrations
Cabildo Capital LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Friel Asset Management, LLC
January 2015 - December 2017 · 2 yrs 11 mos
Amerivest Investment Management, LLC
April 2013 - December 2014 · 1 yr 8 mos
TD Ameritrade, INC.
April 2013 - December 2014 · 1 yr 8 mos
TD Ameritrade, INC.Broker
April 2013 - December 2014 · 1 yr 8 mos
Citigroup Global Markets INC.
July 2012 - April 2013 · 9 mos
Citigroup Global Markets INC.Broker
July 2012 - April 2013 · 9 mos
E*trade Capital Management, LLC
November 2009 - July 2012 · 2 yrs 8 mos
E*trade Securities LLCBroker
October 2009 - July 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
September 2005 - June 2009 · 3 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
September 2001 - June 2009 · 7 yrs 9 mos
Waddell & Reed, INC.Broker
December 2000 - July 2001 · 7 mos
American Express Financial Advisors INC.Broker
October 2000 - December 2000 · 2 mos
Ids Life Insurance CompanyBroker
October 2000 - December 2000 · 2 mos
State Registrations7 states
CADCFLLAMDTXVA
Advisor
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
No exam information available for this advisor.