Jose Rodriguez is a registered investment advisor at Fortaleza Capital Partners, LLC, based in San Juan, PR, with 9 years of industry experience. Jose 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 6 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortaleza Capital Partners' (FCP) investment advisory fees typically range from 0.25% to 0.75% of the value of your portfolio. The exact fee depends on the amount of assets being managed. FCP's suggested minimum portfolio size is $1,000,000.
Location
250 Ponce de Leon Avenue, City Towers, Suite 1003, San Juan, PR, 00918
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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.
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Jose is the owner of Fortaleza Capital Partners in Guaynabo, PR, which is not investment-related. The company provides investment banking activities including M&A and consulting services during normal business hours.
Employment History
Current Registrations
Fortaleza Capital Partners, 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.