Jose Rodriguez is a registered investment advisor at Fortaleza Capital Partners, LLC, based in San Juan, PR, with 10 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 $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees typically range from 0.25% to 0.75% based on assets under management and are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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