Facundo Rawson is a registered investment advisor at Acanto, LLC, based in Pound Ridge, NY, with 2 years of industry experience. Facundo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $8.4M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$280K average
Assets Under Management
$8.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Pound Ridge, NY
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2006Settled
Customer Dispute
March 2006Settled
Other Business Activities
Facundo is a Managing Director at Patagonia Capital Advisors, LLC, focusing on corporate advisory and business development since 2018.
Employment History
Current Registrations
Acanto, LLC
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.