April Perez is a registered investment advisor at RBC Rochdale, LLC, based in Houston, TX, with 20 years of industry experience. April is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 17,054 clients with $73B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Annual program accounts also assess an additional program fee ranging from 0.01% to 0.11% based on account size.
Fee Estimator
Location
1800 West Loop South, Suite 1450, Houston, TX, 77027
Get directionsHistory
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 →Employment History
Current Registrations
RBC Rochdale, LLC
Cnr Securities, LLC
Cnr Securities, LLCBroker
Previous Registrations
NFP Advisor Services, LLCBroker
VALIC Financial Advisors, INC.Broker
Moody Securities, LLCBroker
Amreit Securities CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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
More Advisors
- Vern Montross, CFARBC Rochdale, LLC
- John Runnells, CFPRBC Rochdale, LLC
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC