Braulio Roman
Braulio Roman is a registered investment advisor at Pariter Wealth Management Group LLC, based in Guaynabo, PR, with 25 years of industry experience. Braulio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 36 clients with $16M 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 | 2.00% |
Fees are negotiable and based on the type of services needed, household assets under management, and portfolio size.
Fee Estimator
Location
243 Carretera #2, Guaynabo, PR, 00966-1915
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
Braulio provides financial and consulting services through BNR Capital LLC, works as a property and casualty insurance broker, and is involved in real estate acquisitions and management through SB Properties. He also serves as an administrator for Rin-Red International De Negocios and as a director for NP-Camara de Comercio de PR, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Pariter Wealth Management Group LLC
Pariter Securities, LLCBroker
Previous Registrations
Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC
Signator Investors, INC.Broker
State Registrations5 states
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