Pedro Pumarada-Urrutia
Pedro Pumarada-Urrutia is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Guaynabo, PR, with 22 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
B7 Tabonuco St, Ste 1401, Guaynabo, PR, 00968-3003
Get directionsHistory
Regulatory History (3)
Financial
September 2024Financial
January 2022Financial
December 2021Other Business ActivitiesSells Insurance
Pedro is an insurance agent since 2015, selling life, health, and annuity products, dedicating nearly full-time hours to this. Pedro also works as a disc jockey, performing about 4 times per year since 2001.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Oriental Financial Services CORP.Broker
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.