Robin Rodriguez
Robin Rodriguez is a registered investment advisor at Advice and Planning Services, based in Pasadena, CA, with 12 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
35 North Lake Avenue, Suite 800, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Financial
September 2022Other Business Activities
Robin is an Airbnb/Peerspace host, providing a private bedroom for rental income since 2015. This takes a few hours per week.
Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
MML Distributors, LLCBroker
Voya Financial Partners, LLCBroker
Adp Broker-Dealer, INC.Broker
Diversified Investors Securities CORP.Broker
State Registrations14 states
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.