Edgardo Castro
Edgardo Castro is a registered investment advisor at Aragon Capital LLC, based in Fort Lauderdale, FL, with 17 years of industry experience. Edgardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,209 clients with $350M 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 $2.5M | 2.50% |
| $2.5M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Location
101 NE 3rd Ave, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2014Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Edgardo works as an enrollment agent assisting customers with health, dental, and vision plans. He also sells health, life, and fixed annuity insurance products and receives commissions, taking about half of his time.
Employment History
Current Registrations
Aragon Capital LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Brewer Capital Management
Wells Fargo Advisors, LLC
Hsbc Securities (USA) INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Chase Investment Services CORP.
Wachovia Securities, LLC
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
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