Xavier Patino
Xavier Patino is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 17 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B 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 | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (4)
Regulatory
June 2018Employment Separation After Allegations
April 2017Customer Dispute
March 2017Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Xavier owns rental real estate property since 2017 and spends minimal time on it. He also operates Generation Planning Partners LLC, which is used to operate office expenses and provide insurance sales, and US Smart Logistics LLC, where he is a manager providing transportation solutions.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.