Francisco Velasco
Francisco Velasco is a registered investment advisor at Macro Strategy Advisors, based in Miami, FL, with 18 years of industry experience. Francisco 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 69 clients with $50M 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 | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Advisory fees may be individually negotiated with each client.
Fee Estimator
Location
1221 Brickell Avenue, Suite 900, 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 ActivitiesSells Insurance
Francisco provides guidance to a trust owner, monitors the account, and dedicates minimal time to this investment-related activity. He also holds an insurance license and spends minimal time on insurance-related activities, and is the CEO of Macro Strategy Advisors, an RIA, dedicating about a quarter of his time to it. Francisco is also the director and sole owner of Veluric Capital LLC, an estate planning company, spending minimal time on it.
Employment History
Current Registrations
Macro Strategy Advisors
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Ultralat Capital Markets, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Abn Amro IncorporatedBroker
State Registrations1 state
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