Jose Rodriguez is a registered investment advisor at Binvesting, based in Houston, TX, with 24 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee structure includes advisory services, portfolio rebalancing, trade execution, and custodial services as part of the wrap fee program.
Fee Estimator
Location
5075 Westheimer, Suite 975W, Houston, TX, 77056
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 Activities
Jose is the owner of Roycel, LLC, and is a passive investor seeking to invest in real estate properties. He spends minimal time on this activity.
Employment History
Current Registrations
Binvesting
Banorte Asset Management, INC.
Banorte Securities International, LTD.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Fintegra, LLCBroker
Bbva Investments 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.