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Francisco Soler

Mas Advisors LLC
18 Years of Experience
Coral Gables, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Francisco Soler is a CFA-designated registered investment advisor at Mas Advisors LLC, based in Coral Gables, FL, with 18 years of industry experience. Francisco 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, Retirement Planning, and 1 more. Their firm serves 21 clients with $2.6B in assets under management.

Mas Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
21 clients
Average Client Portfolio
$121.7M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard investment management fees range from 0.25% to 2.00% per year. Model portfolios and subadvisory services range from 0.15% to 0.50% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2121 Ponce De Leon Blvd, Suite 1160, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Francisco is the CIO of MAS Advisors LLC, managing their investment platform full-time. He is also an agent for Regis Financial Partners, selling life insurance about a quarter of his time.

Employment History
Current Registrations
Mas Advisors LLC
June 2023 - Present · 3 yrs 4 mos
The Leaders Group, INC.
May 2023 - Present · 3 yrs 5 mos
The Leaders Group, INC.Broker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Efg Capital International CORP.
May 2021 - July 2021 · 2 mos
Efg Asset Management (americas) CORP.
August 2018 - March 2023 · 4 yrs 7 mos
Efg Capital InternationalBroker
July 2018 - March 2023 · 4 yrs 8 mos
Mas Advisors LLC
April 2013 - August 2019 · 6 yrs 4 mos
Efg Asset Management (americas) CORP.
August 2012 - January 2013 · 5 mos
Efg Capital Advisors LLC
June 2010 - August 2012 · 2 yrs 2 mos
Efg Capital InternationalBroker
December 2008 - January 2013 · 4 yrs 1 mo
Credicorp Securities, INC.Broker
August 2005 - April 2006 · 8 mos
State Registrations9 states
AKAZCACTDCDEFLNJSD
AdvisorBrokerBoth

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.
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