Antonio Rodrigues is a registered investment advisor at Procyon, based in Shelton, CT, with 24 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,048 clients with $9.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
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
Antonio serves as a trustee for multiple trusts and is a partner at Procyon Tax, providing tax preparation services. He also has an ownership stake in Tony Rods Custom Fence LLC, a family business, and is involved with Procyon Risk, an insurance business, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Procyon
Previous Registrations
Procyon Institutional Partners, LLC
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
State Registrations1 state
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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