Rodolfo Dunin is a registered investment advisor at Invex Advisors LLC, based in Coral Gables, FL, with 20 years of industry experience. Rodolfo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 76 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invex Advisors charges an annual fee for portfolio management services, ranging from 0.20% to 2.00% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration requested. Fees are calculated and payable quarterly, based on the balance at the end of the billing period. The advisory fee is negotiable with each customer prior to signing the agreement.
Location
2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134
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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
Rodolfo is a landlord to residential properties, which is a passive activity.
Employment History
Current Registrations
Invex Advisors LLC
Invex, LLC.Broker
Previous Registrations
UBS Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Finantia USA LTDBroker
Efg Capital InternationalBroker
E.S. Financial Services, INC.Broker
Hsbc Securities (USA) INC.Broker
Lehman Brothers INC.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.