Gabriel Rodriguez is a registered investment advisor at Empiric Institutional, based in Austin, TX, with 17 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $9.9M 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 $5.0M | 0.90% |
| $5.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.65% |
These fees apply to EI EAFE Small Cap and EI USA Small Cap strategies. Fees are negotiable. Other strategies have different fee schedules.
Fee Estimator
Location
500 N Capital of Texas Hwy, Building 8, Suite 150, Austin, TX, 78746
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 →Other Business Activities
Gabriel is an investment committee member of Parkland Hospital System in Dallas, Texas, since March 2023. This requires minimal time and does not occur during trading hours.
Employment History
Current Registrations
Empiric Institutional
Empiric Distributors, INC.Broker
Empiric Advisors, INC.
State Registrations1 state
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