Eduardo Gallardo is a registered investment advisor at Aton Financial LLC, based in San Juan, PR, with 21 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 260 clients with $470M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated at the Advisor’s discretion.
Fee Estimator
Location
1590 Ponce De Leon, Suite 206, San Juan, PR, 00926
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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
Eduardo works as a strategic development consultant for Agmus Ventures, Inc., a dual language educational program design company, since 2019. This takes about a quarter of his time to create and restructure various educational programs.
Employment History
Current Registrations
Aton Financial LLC
Previous Registrations
Santander Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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