Claudia Rodriguez is a registered investment advisor at Cenacle Partners, based in Mahwah, NJ, with 3 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 32 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cenacle Partners charges a percentage of your portfolio annually, ranging from 1.0% to 1.5%. This fee is paid monthly. The specific fee is established in a written agreement. This fee does not include brokerage commissions, transaction fees, or other related costs.
Location
Mahwah, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cenacle Partners
State Registrations1 state
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