Rodrigo Rego is a registered investment advisor at Azimut Investment Advisors LLC, based in Miami, FL, with 23 years of industry experience. Rodrigo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 384 clients with $1B 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable. Discretionary accounts generally range from 1.50% to 2.50% with higher minimums, and non-discretionary accounts start at 1.50%.
Fee Estimator
Location
1450 Brickell Ave, Suite 2610, Miami, FL, 33131
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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
Rodrigo is the CEO of Azimut Genesis Holdings LLC, a holding company for Azimut Genesis Advisors LLC and AZG Capital LLC. This is a full-time role, with a significant portion of his time dedicated to securities trading.
Employment History
Current Registrations
Azimut Investment Advisors LLC
Previous Registrations
Azg Capital
Genesis Fund Management LLC
Bsi Investment Advisors LLC
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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